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The following five strategies can help firms leverage tax season and increase client retention throughout the year. Integrating guiding questions into your taxplanning sessions can tease out information that identifies areas where you can offer your client advisory services that help them meet their goals.
Tax software is starting to move online and the promise is that tax software will become far more integrated into your accounting suite to help automate the completion of tax forms, making tax preparation much more seamless and beneficial for your current and potential clients.
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