Tax Alerts - Client Services

Tax Alerts Client Services ( TACS) are tax saving, planning, and other projects that you can either: a) use to generate revenue from your clients, or b) perform for free, which can help you cement your relationship with your clients.

Client Services help you move beyond the role of return preparer and dispenser of occasional tax advice so that your clients feel they are well-served, which should increase their loyalty to you.

Each TACS contains the following elements:

• How the practitioner's clients will benefit from the service
• Background and strategies
• Checklists for performing the service:
  • Selling the need for the service to the client, including a Client Letter for selling this need
  • Information to obtain from the client so that you can provide the service
  • How to perform the service
  • How to present the results to the client

To access Tax Alerts Client Services:

1. If you are not already in Tax Alerts, click the Practice Development tab in the Checkpoint main menu bar. 
2.  

2. Select Client Services under Go to in the left frame to see a high-level list of the current Checkpoint contents.
   
   Note: Select Display Level 1, 2, or 3 under Browse in the left frame to display lower levels of contents (or click the plus sign next to each entry in the right frame to expand the list of entries).

Related Topics:

• Searching Tax Alerts
• Searching Tax Alerts with the Table of Contents
• Search Tax Alerts by an Affected Client
• Understanding Tax Alerts Affected Returns Messages
• Setting Tax Alerts Options - Preferences
• Setting Tax Alerts Options - Tax Service Credentials

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