Communicating key dates to your clients is key for 2 reasons…

  1. It helps you manage risk and liability to your firm, ensuring nothing falls through the net.
  2. It helps you to set clear expectations with clients, helping you to improve efficiencies in your firm and strengthen client relationships.

What most firms do when they onboard a client, is they assume that you will start all of the services they are providing on the same date, but that’s not necessarily true.

Maybe the client is going to run payroll themselves for another month. Or maybe their previous accountant is going to handle the tax return until the end of the quarter.

You need to define YOUR start date for each service, so you’re not liable for the potential mistakes made by others.

Key dates can be used to set clear expectations about when a client needs to provide information to you, and also when key filing deadlines are.

This helps to improve efficiencies in your firm and helps to create stronger relationships with your clients.

So, for each service, you can articulate exactly when the deadline for information is and when that filing deadline is, based around simple rules.

Despite how important Key Date setting is, it’s still an onerous task to complete. So firms will either-waste a lot of time doing it, or neglect it all together.

We solved it. Here’s how…

What actually is the Key Dates feature? How do I set this up?

In order to meet the highest standards of compliance, but also minimise risk, set expectations and develop stronger relationships with your clients, you should include key dates in your Letters of Engagement.

Key dates include the dates you intend to start the work for different services, the deadline for all information to be sent over you and the time limit for completion of that work.

To understand how you can set up your key dates table to pull through to your engagement letter to include start dates, deadlines & filing dates, head to our full help guide.
You can also check out our Key Dates Momentum Session, where we take you on a deep dive of the feature 👇
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James Ashford

James Ashford

James is the Founder of GoProposal, Director of MAP., Keynote Speaker & Bestselling Author of "Selling to Serve". He helps accountants and bookkeepers around the world to price more profitably, sell more confidently and to give significantly more value to their clients.

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