Improving Tax Return Preparation Through Better New Client Onboarding

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2026-07-09 05:45:05 -

Winning a new client is only the beginning of a successful engagement. The way a CPA firm onboards that client can significantly influence the efficiency of tax return preparation, the quality of communication, and the overall client experience. A structured onboarding process ensures that preparers receive complete information, expectations are clearly defined, and potential issues are...

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