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Free cpe webinars
Make 2022 the Year You Get Client Documents on Time


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 21, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As a tax practitioner, you need a lot of information from clients in order to ensure their tax returns are accurate, but what happens if you can’t get the information you need? Clients are becoming increasingly creative with how they send documents to you. You have a secure system in place, but unfortunately many clients choose to bypass your portal entirely or ignore your requests until the very last minute. The result is that your team has to hound them repeatedly and look in so many places for documents that it's exhausting. It also causes late nights and a LOT of stress as well. There is a better way!

In this course, attendees will learn how the right tools and a different way of working can help you shift the relationship so clients respond quickly. If you make it easy for them, the rest just falls into place. Your team can move faster, your clients will be happier, and your relationship will change—no more chasing clients for documents. The best part is that no changes are required to your existing tax, accounting, or workflow systems!

Learning Objectives: 

  • Determine the accountant’s role in contributing to slow responses from clients

  • Recognize the impact of information exchange on the overall client experience 

  • Identify examples of tried-and-true methods (including the role that technology plays) to optimize the client experience for the benefit of both client and accountant

  • Evaluate a simple swap you can make now that will ensure you get client documents quickly

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Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her small business clients grow their firms, thrive and become profitable.  Her specialty is working with attorneys, real estate clients and start-ups.

Lynda was recognized by Intuit and invited to be a member of the Intuit Advisory Council and the Intuit Trainer Writer Network.  Additionally, she is the first Expert Columnist for the QB Community forum.  She also co-admins a Facebook group with Matthew Fulton to help other business owners with QuickBooks, marketing, apps, workflow challenges and much more.  The group is called QB Community Live!

Originally from Rhode Island, Lynda relocated to Estero Florida.  She is a registered yoga teacher and teaches two classes per week.  Connect with Lynda on Facebook or Twitter @lynda_artesani and subscribe on YouTube at Artesanibookkeeping

About Our Sponsor

Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.