Unresponsive Clients And The Pain Of Blown Deadlines

▤ Summary

While January is the big one, there’s also year-end accounts, capital gains, share incentives, and that’s not to mention the various individual deadlines each client will have for filing with Companies House. It’s worth exploring why the problem of missed deadlines happens, and how some firms are finding ways not just to file on time, but to improve client responsiveness to the extent they can take new work on. For dealing with procrastinators, some accountants have opened simple, inexpensive collaborative portals with workflows set up to ensure all the relevant information is sent, with specific dates and auto generated alerts. Changing the way you interact with your client may not be easy, but when the upsides are saving time and making the whole process simpler, the benefits of doing so should be viewed as a major opportunity. And for the accountant, finding smarter ways to collaborate and communicate are key to making sure all the information needed to file is received on time, alleviating the threat of financial and other professional sanctions, and significantly reducing the stress of busy season.

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