The average professional spends just under 2 hours a day on email, accounting for nearly 20% of their workday. For accounting firms, where email is not just communication but the very lifeline of workflow—client inquiries, document exchanges, proposals, and approvals—each message is a critical piece of the daily puzzle.
As indispensable as email is for managing the intricacies of tax practices, it has also become a significant time sink, silently draining efficiency and, by extension, profitability from your firm and your clients.
The answer isn't to work harder or longer; it's to work smarter by adopting strategies and tools that streamline email management, ensuring you spend less time sifting through your inbox and more time on what truly matters—delivering exceptional value to your clients.
Click the thumbnails below to see how our tools can help free your inbox.
A crucial piece of client feedback gets buried in your inbox. Scrambling to find last year's tax returns or the latest client proposal becomes a frequent, time-consuming task. These scenarios are all too common in tax practices, where email is both a lifeline and a significant bottleneck.
Your team might be losing nearly a full day each week just searching through emails to find the necessary information to do their jobs effectively.
If your practice has 5 employees, that's equivalent to 5 days of lost productivity every single week. Even more staggering is the realization that this amounts to over 260 days a year spent navigating the quagmire of your inbox. The cost isn't just measured in time; it's a substantial financial drain on your practice.
Receive emails directly to your ClientHub inbox. You’ll never have to jump from your workflow to an email application again.
Avoid your inbox altogether with a secure private chat between your clients and your team.
Our built-in video meetings make client interviews and discovery calls a snap.
Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....
1. Establish a Robust Recordkeeping System
2. Manage Quarterly Estimated Tax Payments
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