In this episode of the tax season pre-season mini-series we talk marketing! A lot of accountants don’t like to talk about marketing, Penny included. However, you can easily reframe marketing to communicating.

• How are you communicating with your clients?
• What’s the comms plan to get them organized before the year-end?
• What are the frequently asked questions you know you’re going to get?

The lesson here is don’t wait until mid January to start this. Get your team involved now and create a comms plan to communicate with your clients in small bite sized pieces to get them ready for your tax season.

We hope this helps identify a few things you can be doing now in the pre-season to make your tax season more streamlined and less stressful.

If you'd like to pick our brains on software or workflow (including to share feedback), please connect with us on LinkedIn or Twitter. And remember to rate us, like us and share us, so we can spread the word.

Penny Breslin - LinkedIn | @PennyB57

Damien Greathead - LinkedIn | @Damien_GH