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Boost client collaboration during tax season

As we move into tax season, the second part of this podcast series on client collaboration examines how accountants can work more efficiently with their clients in the run-up to the 31 January deadline.

6th Dec 2019
Commercial Production Editor
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Data processing and workflows play a large part in boosting a firm's efficiency during self assessment season, with new software tools opening up opportunities for firms to progress.

In this podcast, AccountingWEB’s editor Tom Herbert is joined by Lucy Cohen, co-founder of Mazuma and Mark Purdue, tax product manager at Thomson Reuters, to discuss the initiatives firms can put in place to work with their clients more efficiently to avoid the stressful last-minute filing sessions.

The panel analysed how the self assessment season has changed in recent years, as well as the tools, workflows and techniques that firms can apply to make their tax season run smoothly.  

Topics discussed by the panel include:

  • Problems the ‘traditional’ self assessment season cause firms
  • Factors changing the way firms approach tax season
  • The impact MTD will have on self assessment
  • How to improve client communication during tax season
  • How firms can use tech to tackle tax season challenges

In the previous episode (link here), AccountingWEB and Thomson Reuters examined the role that technology has played in the evolution of the accountant-client relationship more generally.