Stop chasing the same client documents every year

For small accounting and bookkeeping firms: a one-page checklist with 10 practical fixes to cut the back-and-forth, so your team spends tax season doing the work instead of asking for it.

• The 3 intake changes that stop missing documents before they happen
• A simple reminder rhythm clients respond to, without writing each email
• How to see, at a glance, who is still outstanding
• Where AI tools help, and where they just add noise

By Julie Torani, Founder and Principal Consultant, JT Strategic Consulting.

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