When did accounting and tax become so stressful that you actually considered leaving the profession? You’re working too hard. But you love your clients and you’re really good at your job.
What if clients sent you documents the first time you asked, with no chasing required? And what if these documents could seamlessly flow into your accounting and tax programs? How much better would your work life be? How much more productive could you be? How much more time could you spend with your family?
Practitioners need a lot of documents from their clients. Once you get those documents, SmartVault helps you organize, categorize, and use them efficiently with integrations to all the major tax and accounting packages. But many clients are mobile and may ignore your requests for the documents. This is where Liscio comes in. Liscio makes it so easy for clients to send documents that they respond 19X faster than email.
Come and see how using Liscio and SmartVault together will help you delight clients and bring back the joy into your practice. [Plus you’ll make more money, but you’ll have to come to QB Appy Hour to see how that works!]