The Intuit Pro’s Guide to Creating an Engaged Client Base

Struggling with unresponsive clients and last-minute document rushes? There’s a better way to manage your client relationships.

Published: November 18, 2024

In this guide, you’ll learn:

Practical strategies to streamline document collection and submission

Smart workflows that integrate seamlessly with your Intuit software

Techniques for building a more cooperative client base

Methods for automating client communication and follow-ups

Tips for creating a client-centric culture in your Intuit practice

Proven ways to measure and improve client engagement

Plus, discover how SmartVault’s deep Intuit integration can help you:

Automatically create client profiles and folder structures

Enable secure document sharing and e-signatures

Auto-route tax returns to the correct folders

Streamline client onboarding and engagement