With the tax deadline postponed due to the #COVID19, being as efficient as possible with the way we work with clients is more important than ever. This starts with operating and implementing an effective process for document collection. @masteryourbooks
How to collect documents from clients while...
Find out how Mariette Martinez, EA, set up her systems to ensure a seamless collection of tax and other documents, all from her home office without seeing clients in person.accountantvip
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