Time Saving Tools at Your Fingertips

Want to help more clients this season? Want to file more returns? Want to do both in less time? One way to accomplish more than ever this tax season is to make the most of your client meetings. In other words, help your clients come to you more prepared and try to gather all the information you need upfront to complete their tax return. There are easy-to-use tools that can help you meet both these goals.

Jump Start Your Clients
Many tax preparers mail out a preseason letter with a tax organizer. This accomplishes two very important tasks. First, the letter reminds clients of your location and telephone number; and second, the organizer helps clients begin to gather the documents required for you to complete their tax return. This saves both you and the taxpayer time and unnecessary trips to your office.

Get Connected
Better than impersonal bulk advertising, the letter adds a personal touch, reminding clients that you are familiar with their tax needs and prepared to assist them again this year.

Client Meetings Made Simple
For your new clients, or if your office utilizes data entry operators, you might find a proforma to be a useful tool. Acting as an interviewing aid, a proforma guides you through a logical sequence ensuring that you thoroughly cover your client's tax history. You record the data and then turn it over to a data entry operator who can enter much of the client’s information into tax software, allowing you to complete more returns in less time.

You Get It All with Drake
Drake Software offers easy-to-use preseason letters, organizers, and proformas. These are all available in the first release of the software that over 18,000 tax professionals have already received.

From December 2005

Back to Archives