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Chasing Clients for Information

Posted by FirstTab PM | on Thu, 30/12/2010 - 15:55  5827  33 comments | report

Like many others, a fair amount of my time is being taken on chasing cients for information for their tax returns.

I would be really grateful for any ideas and suggestions how to change this.

Here are my ideas (please feel free free to comment/critcise)

  • Make it very clear in the Engagment letter that we will only ask for information once. Repeated requests will incur additional cost at £25 per request.
  • In the very early days emphaise the above  point to client.
  • Do not  chase, after the first request of information.again making it very clear to the client in the request for info email and Eng Letter
  • Find an automated email system that send repeated requests (finding a system is difficult!). Echo sign has been such a help in sending weekly reminders for clients to sign tax returns/eng letters etc.

It is such a waste to keep chasing.

 

 

Comments
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Re-inventing the wheel

Roland195 | Thu, 30/12/2010 - 16:07

Couldnt agree more

orchardacc | Thu, 30/12/2010 - 16:37

No win situation

Roland195 | Thu, 30/12/2010 - 16:57

one reminder

Red Leader | Thu, 30/12/2010 - 17:07
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Quite a good question this time :)

SteveOH | Thu, 30/12/2010 - 17:10
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Chasing clients

Jason Dormer | Thu, 30/12/2010 - 18:12
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Engagement Letters

Jason Dormer | Thu, 30/12/2010 - 18:19
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Why?

cymraeg_draig | Thu, 30/12/2010 - 19:19
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Why do it?

andypartridge | Thu, 30/12/2010 - 20:41

Professional what ?

cymraeg_draig | Thu, 30/12/2010 - 22:11
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A few thoughts

Bob Harper | Fri, 31/12/2010 - 09:57
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Send a checklist

Euan MacLennan | Fri, 31/12/2010 - 10:49
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Plumber

Jason Dormer | Fri, 31/12/2010 - 11:19
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EasyMail

petersaxton | Fri, 31/12/2010 - 15:27
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A complete change of mindset is needed (on both sides)

mkcdavies | Fri, 31/12/2010 - 17:28
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5% surcharge

petersaxton | Fri, 31/12/2010 - 17:45
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Thanks Peter

andypartridge | Fri, 31/12/2010 - 18:07

Chasing clients for info

peterlashmar | Mon, 03/01/2011 - 08:39
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Surcharge

cymraeg_draig | Mon, 03/01/2011 - 09:21
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Simple point

petersaxton | Mon, 03/01/2011 - 10:58
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Correct

cymraeg_draig | Mon, 03/01/2011 - 11:38
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Headless chicken?

petersaxton | Mon, 03/01/2011 - 12:06
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.

cymraeg_draig | Mon, 03/01/2011 - 12:22
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Strict order of receipt

petersaxton | Mon, 03/01/2011 - 14:05
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Some more ideas

John Stokdyk | Tue, 04/01/2011 - 12:50
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I received this email yesterday

petersaxton | Wed, 05/01/2011 - 03:39
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Change required

PUREaccountants | Wed, 05/01/2011 - 11:51
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there is no perfect answer for the taxpayers

CrowtherP | Wed, 05/01/2011 - 11:55
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Emails

Bob Harper | Wed, 05/01/2011 - 12:30
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Categorise clients

petersaxton | Wed, 05/01/2011 - 13:43
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Get their attention straight away

nadia_a | Wed, 05/01/2011 - 23:32

Text didn't work

petersaxton | Thu, 06/01/2011 - 00:02
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Procrastinating clients

richardterhorst | Thu, 06/01/2011 - 08:24
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