Maximize Client Acceptance of Your Firm’s Technology Initiatives

Planning the implementation of a new software solution can be difficult, even if the change is just an internal one. But what if the change affects your clients, too? Who will provide leadership and communicate the vision to your clients? How will you measure success?

Getting your clients to accept your firm’s technology initiatives requires careful consideration. Thankfully, we have been helping customers implement new technologies since 2002 and we’ve been refining our implementation methodology ever since.

In this session we explored the process we use to maximize taxpayer acceptance of new technologies being used by both tax professionals and their clients. With proper planning and execution, streamlining your 1040 process and dramatically improving client service are within reach.

After this viewing this recorded session you will better understand:

• How and why companies in other industries have improved client service with mobile technologies
• How the following five-phase implementation approach maximizes taxpayer acceptance of your firm’s technology initiatives
  • Analyze
  • Organize
  • Implement
  • Embrace
  • Embed

“TaxCaddy is a lot easier and faster to collect and transmit info to tax preparer.” – a TaxCaddy user