Contact Management Software and Client Development
The importance of maintaining an up-to-date database should not be underestimated. Most of your new business will be referrals from the people whose names are in this file. Treasure and cultivate this cache of information – your practice depends on it.
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2021 Tax Cheat Sheets for Clients and Prospects
Download our free tax filing cheat sheets to give to your clients and prospects.Learn More
2020 Tax Cheat Sheet for Clients
Download our free tax filing cheat sheet to give to your clients.Learn More