Objectives

• Learn how ClientRelate helps enhance your client relationships by quickly and efficiently analyzing the client information stored in your ProSystem fx Tax data. Review your current processes and take away suggested implementation procedure and policy for managing your resources and integrating ClientRelate into your daily workflow. Discover how to create additional value in helping retain current client revenue, as well as assist with marketing services, through timely communication of issues and review of growth opportunities.

• Identify specific clients affected by new tax law developments
• Pinpoint clients who may benefit from additional services
• Identify new service areas to introduce into your practice and to your clients
• Perform three types of searches:
  • Search by Tax Bulletin - Navigate through your client base to see which clients are impacted by new tax law developments
  • Search by Client - Select a specific client and ClientRelate will analyze your ProSystem fx Tax data to determine which services might be most beneficial to that client
  • Search by Service - Select a service from a comprehensive list and ClientRelate will check across your client base to see which clients would benefit from that service

Attendees

• Partners/Principals
• Tax Managers
• Marketing Staff
• Tax Administrative Staff

Register Here
(class format(s) listed below)

• Sign up: Web-based
  (Complimentary, Multi-client Training (MTS))

CPE

• By request only
• Taxes-2 credits
• $50 per CPE certificate requested

Prerequisites

• Read Policies
• Introduction to Tax Research Network course