Is it realistic to expect that all the information you send to clients is going to hit the spot? Probably not, but does that really matter?

There are at least two sides to the keeping in touch coin: communicating information that may be useful, and reminding clients that you are watching their back.

We all have, or have had eureka moments, when a change to the tax system and the tax affairs of a specific client line up, and we realise that there is an advantage to pursue on their behalf. We don’t sit on the information, we get in touch with our client and start the discussion: this has changed and if we do this you benefit. A classic win-win outcome.

Could we state, therefore, that all communication between us and our clients and other business contacts is worthwhile? We need to inject one further consideration into this discussion to answer that question. Make sure that you have permission to keep in touch.

If you are snowed under with the concerns of the day and have no time to organise a regular update for your clients, this is a service that can be outsourced. If you like, this sort of arrangement would have someone watching your back while they get on with the task of keeping in touch with your clients.

My company, Informanagement, provides an inclusive tax update process for practitioners. If you would like to see how our online services could help you and your staff keep ahead of changing circumstances, and communicate these to your clients and prospects, call me any time for a demonstration.