4 Ways to Retain & Gain New Clients Despite the Pandemic

The global health pandemic flipped the world on its head. In fact, the world economy screeched to a halt as people belonging to different industries from all over the world were faced with strict lockdowns that made doing business near impossible.

This has also made life hard for tax professionals. The economic influx has affected their clients and forced tax professionals to make the necessary adjustments to keep doing business during the pandemic. And while the world is slowly creeping towards a state of normalcy due to the release of the vaccine, the pandemic is still affecting the economy due to the many restrictions put in place to ensure the public’s safety.

This is why you’ll want to make sure that you’re doing all you can to help your clients navigate the tricky economic landscape of the 2021 tax season. To help you out, we’ve prepared a quick run-through of the different things you can do to provide the best service for your clients!


Offer a Referral Program

One great way to gain new clients is to offer a referral program. The idea behind this is simple: ask your existing clients to refer people within their network to hire your services. If they get people to work with you, they’ll get a discount for your services.

This is an effective way to gain new clients as people are more likely to trust the opinion of people within their network. Furthermore, this is why a referral program easily trumps all other forms of marketing and advertising!


Optimize Your Process

If you want to gain and retain clients, you’ll want to optimize your processes, and an effective way to do this would be to make use of state-of-the-art software for tax preparers. Our All In One Software Package is perfect for this because this 100% web-based tax software is designed in a way that will help grow your tax business.

The software comes with a multitude of different features that allow you to work more efficiently, one of which is the Refund Calculator. This tool can help give your clients an estimate of their tax refund in under two minutes.


Keep the Lines of Communication Open

Many things are uncertain right now, and the last thing you want is to shut out your clients. This is why you’ll want to keep lines of communication open so that they can reach out to you with any and all of the tax concerns.

Doing the little things like giving them regular updates about tax overhauls will go a long way when it comes to improving your overall relationship with your clients. You can even do this via email or by calling. If you can spare the time, calling will help you explain things to your clients more clearly so that they can be at ease.


Accommodate Your Clients’ Needs

You’ll also want to be as accommodating as possible given the current state that the world is in. This means offering options to meet your clients online or in your office if the situation allows for it. If you do meet at your office, it’s important that you put safety first and abide by the strict guidelines set by the Center for Disease Control and Prevention.



Working with your clients is more important than it has ever been, especially during this period of uncertainty. You’ll want to go the extra mile to provide your clients with the taxation solutions that they need. Now is the time to prove your worth, as things will likely get worse before they get better!

If you’re looking for professional tax preparation software to streamline and optimize your processes, our products at Keystone Tax Solutions are just what you need. Get in touch with us to begin your free demo today!

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