Radio Ignite Live - Handling Phone Calls, Emails, Walk - Ins During Tax Season

Published: March 7, 2019, 6:21 p.m.

Today we’re going to cut deep and discuss one of the biggest issues our tax clients face during the season or anytime for that matter. Phones calls, emails and walk-ins can be extremely disrupting and yet, that’s your business right? Well, sort of. You can control, manage and make better process decisions to help you, your staff and even your client. We’ll discuss auto attendants, email management and how to protect your staff from being distracted by walk-ins and other ways customers contact us.