How To Automate Tax Prep Meetings and Client Follow-Up

How To Automate Tax Prep Meetings and Client Follow-Up

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According to the IRS, 20-25% of Americans wait until the last two weeks before the deadline to prepare their tax returns. This equates to about 80 million people in the United States who procrastinate completing their taxes on time. This staggering statistic is often what leaves accounting firms in a state of chaos at the…