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Ep.009 - How to have Happier Clients and More Freedom in your tax practice?
In this episode of Diary of a Tax Practice Owner, I, Jamie Gruol, discuss the importance of leveraging technology to enhance client experience and maintain professional boundaries. I respond to a comment from a Facebook group member expressing client resistance to using platforms like Taxdome.
I emphasize the benefits of automated workflows and effective client communication in transitioning to new technologies.
I share practical tips on standardizing procedures and improving client interaction, highlighting examples to demonstrate the positive impact of technological adoption in tax practices.
Key Takeaways:
- Why your clients complain about technology and how to solve it
- How to create a seamless client onboarding experience using automation
- The importance of having systems in place to avoid burnout and protect your boundaries
- The power of technology to elevate your client relationships and free up your time
- How to manage client expectations when transitioning to new tech tools.
Action Steps:
- If you're struggling with client adoption of tech, review how you're introducing the new systems. Warm them up with clear benefits and simple instructions.
- Set up automated workflows to cut down on manual work and enhance the client experience.
- Reassess clients who resist using technology—are they still a good fit for your practice?
Don't miss this inspiring episode of Diary of a Practice Owner!
🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474
✅ Links to Resources:
👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!
https://www.workflowsfortaxpros.com/joinfbgroup
👉🏻 3 Months of Free TaxDome! - Use our exclusive Partner link to get your free trial started today, and when you fall in love with what TaxDome can do for you - you will get 2 free months of TaxDome added to annual subscription. https://www.workflowsfortaxpros.com/taxdome
👉🏻 Learn more about us:
Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!
My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.
View all episodes
By Jamie Gruol & Jessica SmithIn this episode of Diary of a Tax Practice Owner, I, Jamie Gruol, discuss the importance of leveraging technology to enhance client experience and maintain professional boundaries. I respond to a comment from a Facebook group member expressing client resistance to using platforms like Taxdome.
I emphasize the benefits of automated workflows and effective client communication in transitioning to new technologies.
I share practical tips on standardizing procedures and improving client interaction, highlighting examples to demonstrate the positive impact of technological adoption in tax practices.
Key Takeaways:
- Why your clients complain about technology and how to solve it
- How to create a seamless client onboarding experience using automation
- The importance of having systems in place to avoid burnout and protect your boundaries
- The power of technology to elevate your client relationships and free up your time
- How to manage client expectations when transitioning to new tech tools.
Action Steps:
- If you're struggling with client adoption of tech, review how you're introducing the new systems. Warm them up with clear benefits and simple instructions.
- Set up automated workflows to cut down on manual work and enhance the client experience.
- Reassess clients who resist using technology—are they still a good fit for your practice?
Don't miss this inspiring episode of Diary of a Practice Owner!
🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474
✅ Links to Resources:
👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!
https://www.workflowsfortaxpros.com/joinfbgroup
👉🏻 3 Months of Free TaxDome! - Use our exclusive Partner link to get your free trial started today, and when you fall in love with what TaxDome can do for you - you will get 2 free months of TaxDome added to annual subscription. https://www.workflowsfortaxpros.com/taxdome
👉🏻 Learn more about us:
Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!
My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.