Win new tax clients this tax season by keeping the success of the entire customer journey in mind—from initial prospect to loyal client.
Winning new tax clients requires a strategic approach that considers every step of the customer journey, from the initial contact to building a lasting relationship. By focusing on clear communication, quality content, and a seamless onboarding experience, tax and accounting professionals can effectively attract and retain clients in a competitive market. This blog outlines seven key strategies to help firms stand out and succeed.
To dig deeper, visit the original article on the Thomson Reuters blog.