Thurston for accounting firms: Deadline season, with fewer repeat emails
What he reads

Your docs, as they are.

Client guidesDeadline calendarsEngagement termsService menusChecklistsFirm procedures

Updates on a schedule you set.

Where he answers
On your websiteProspects see what you do and how.
In your client portalClients ask next to their documents.
By emailCommon questions get a cited reply.
In Slack or TeamsStaff check deadlines and procedures.
Next steps

Then he takes the next step.

More on actions
Action 1Book a meetingWith the right accountant.
Action 2Send a document requestHe sends the checklist.
Action 3Send a leadNew clients go to your partners.
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