In August, AccountingWEB member Peter Saxton touched a nerve when he complained, “Clients seem incapable of answering more than one email.”
He continued: “If I ask a client if the attached company information is correct AND ask them for the SIC code(s) in the same email I usually get an answer to one of the questions, but not both.”
With self assessment season looming on the horizon, Saxton asked for help from the AccountingWEB community to find new ways of extracting multiple answers from clients. Numerous useful suggestions were advanced to solve his specific problem; this article summarises this advice and widens the net to look at other techniques gaining ground within the profession. Register or log in to AccountingWEB.co.uk to see the full article, which covers:
- The problem with email
- Practical email tips
- Use text!
- Client portals and e-signatures
- The right tools for the job