In accounting, you need a lot of information from clients. But if you request even a few documents, the process can drag out for months. Clients will send the wrong information, or nothing at all. They'll delay for weeks before sending you everything at once and in the same breath, they'll blame you for taking too long. When you need to request documents every month to keep their books up to date, the requests pile up. Your team spends too much time chasing clients—time that would be better spent on doing the actual tax return. 

Join Australian accounting thought leader of the year Trent McLaren as he speaks with James Rose, founder of Content Snare, about how to eliminate 70% of time wasted while trying to collect documents and information from clients.

Learning Objectives:

• Evaluate how to reduce the back-and-forth of email communication between clients 


• Identify how to operate in one platform to manage all client requests at tax return time 


• Determine how to stop using email and insecure platforms to capture key documents and client information