Chasing Clients for Information

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
There are 33 comments. Login or register to view them.

Re-inventing the wheel

Roland195 |

Couldnt agree more

orchardacc |

No win situation

Roland195 |

one reminder

Red Leader |
Red Leader's picture

Quite a good question this time :)

SteveOH |
SteveOH's picture

Chasing clients

Jason Dormer |
Jason Dormer's picture

Engagement Letters

Jason Dormer |
Jason Dormer's picture

Why?

cymraeg_draig |
cymraeg_draig's picture

Why do it?

andypartridge |

Professional what ?

cymraeg_draig |
cymraeg_draig's picture

A few thoughts

Bob Harper |
Bob Harper's picture

Send a checklist

Euan MacLennan |
Euan MacLennan's picture

Plumber

Jason Dormer |
Jason Dormer's picture

EasyMail

petersaxton |
petersaxton's picture

A complete change of mindset is needed (on both sides)

mkcdavies |
mkcdavies's picture

5% surcharge

petersaxton |
petersaxton's picture

Thanks Peter

andypartridge |

Chasing clients for info

peterlashmar |
peterlashmar's picture

Surcharge

cymraeg_draig |
cymraeg_draig's picture

Simple point

petersaxton |
petersaxton's picture

Correct

cymraeg_draig |
cymraeg_draig's picture

Headless chicken?

petersaxton |
petersaxton's picture

.

cymraeg_draig |
cymraeg_draig's picture

Strict order of receipt

petersaxton |
petersaxton's picture

Some more ideas

John Stokdyk |
John Stokdyk's picture

I received this email yesterday

petersaxton |
petersaxton's picture

Change required

PUREaccountants |
PUREaccountants's picture

there is no perfect answer for the taxpayers

CrowtherP |
CrowtherP's picture

Emails

Bob Harper |
Bob Harper's picture

Categorise clients

petersaxton |
petersaxton's picture

Get their attention straight away

nadia_a |

Text didn't work

petersaxton |
petersaxton's picture

Procrastinating clients

richardterhorst |
richardterhorst's picture