Client Rentention

Client retention is key to the long-term success of any tax preparation business. Keeping clients happy and loyal contributes to a steady revenue stream and helps build a strong reputation. Why Client Retention Matters When it comes to staying ahead of the tax prep competition, maintaining a loyal client base is crucial. Not only does…

Client satisfaction and retention are some of the basic building blocks for tax preparers looking to establish a sustainable and profitable practice. After all, happy clients return year after year and refer others, while dissatisfied clients may not only leave but also share negative experiences. Fortunately, there are strategic ways to keep clients engaged, satisfied,…