April Education Session: What to Do After April 15, Client Communications and Business Development
April 8 @ 2:00 pm - 3:00 pm
This course addresses strategic actions for tax professionals following the April 15 filing deadline, including client communication best practices, renewal strategies, upselling services, offboarding clients, and project planning. Practical practice management insights will be demonstrated.
Delivery Method: Live webinar
Learning Objectives:
- Develop effective post‑filing client communication plans.
- Apply techniques to retain and renew engagement.
- Evaluate opportunities to upsell advisory services.
- Plan and schedule future client work and internal workflows.