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How to keep clients in the loop during peak periods

Learn how not to lose clients to the lack of clear communication. 

🟢 Beginner, 4 min video

Studies show that it costs significantly more to win new clients than to keep existing ones. One of the ways to resolve the issue is to nurture your client engagement by updating your clients about the status of their return - give them clear answers and a feeling of certainty. More communication and personal attention to your clients doesn’t mean more work. Learn how to automate client communications with TaxDome, ensure flawless client experience and free your team to focus on high-value activities.

Reading list

Read about automated client communication on our blog: More>>

Read the full story of how Joseph & Hetrick, LLC automated their tax practice and client communication: More>>

Watch client communication automation examples: More>>

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