As I discussed in my previous article, the Covid-19 pandemic has expedited a shift in the way our clients expect to be served not only during this tax season but beyond it as well. As tax professionals, we need to ensure that we can meet their needs this tax season while also proactively putting in place solutions and workflows in our own practices that will keep us prepared for all future possibilities.
Here are some practical tips you can use to get started:
1. Get into the cloud. First off, if you are not already in the cloud, you need to get your practice there pronto! If you need help getting started, this 30-Days to the Cloud Guide is helpful.
2. Plan for business continuity. Use this season’s tax season preparations as a springboard for a full business continuity plan. This should include how your team is going to work remotely to serve clients, You can use the simple three-phase business continuity plan I developed here to get it started for your firm.
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