Staying Ahead: 6 Ways Accountants Can Foster Authentic Client Connections Beyond Tax Season

As another tax season draws to a close, accountants find themselves in a pivotal position to strengthen client relationships and lay the groundwork for future success. While the rush of deadlines may ease, the importance of maintaining authentic communication with clients takes center stage. Building trust and rapport throughout the year not only fosters client loyalty but also ensures a smoother transition into the next tax season. Here are some tips for accountants to stay ahead by keeping in touch authentically year-round:

1. Personalized Outreach 🤝

Gone are the days of mass-blast emails. Take the time to personalize your communications based on your clients' individual needs and preferences. Address them by name, reference past interactions, and tailor your messages to resonate with their specific situations. Levitate’s tagging and custom fields make this easy to automate so you can personalize at scale.

2. Regular Check-Ins 📧

Make it a habit to schedule regular check-ins with your clients outside of tax season. Whether it's a quarterly review meeting or a simple email saying hello, these touchpoints allow you to stay updated on their evolving needs and provide proactive advice.

3. Educational Content 📚

Position yourself as a trusted advisor by sharing relevant and timely educational content via email and social media throughout the year. This could include tax-saving tips, industry insights, or updates on regulatory changes that may impact your clients' financial affairs. Levitate’s library is constantly updated with new content for these educational topics, making outreach much simpler. Plus, we have ready-made templates to send before next tax season that help increase early returns!

4. Social Media Engagement 📲

Engage with your clients on social media platforms to stay top-of-mind and foster a sense of community. Share valuable content, respond to comments and messages promptly, and participate in online discussions relevant to your clients' interests to show your expertise. With plenty of social media posts ranging from fun to informative, Levitate’s content library makes this a breeze.

5. Celebrate Milestones 🥳

Take note of important milestones in your clients' lives, such as birthdays, anniversaries, or business achievements, and acknowledge them with a personalized email or handwritten card. This demonstrates your genuine interest in their success beyond the numbers. Levitate even allows you to send these emails or handwritten cards at scale, meaning you’ll never miss a birthday or important milestone again.

6. Seek Feedback ⭐

Actively solicit feedback from your clients to gauge their satisfaction with your services and identify areas for improvement. Incorporate their input into your practices to ensure you're continuously meeting their expectations. With the survey feature in Levitate, it’s easy to ask for feedback and also gather 5-star reviews in the process.

By implementing these strategies for authentic client communication year-round, accountants can not only strengthen existing relationships but also attract new clients through referrals and positive word-of-mouth. As tax season fades into the rearview mirror, seize the opportunity to differentiate yourself as a trusted partner committed to your clients' long-term financial success.

Interested in seeing how Levitate makes keeping in touch simple? Let us know! We’d love to give you a tailored demo.

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