Managing New Rep Clients, Documents and Deadlines

So the client is finally ready to get moving on resolving that back tax debt. And what you receive is a pdf of 350 pages of junk! The pages of your engagement letter and mixed in with bank statements that are out of order and scanned upside down, the utility bills are mixed in and the IRS letters are missing pages.

At Green & Sklarz we have this process down to a science and have reduced our time onboarding the client and documents from 3 hours to 20 minutes. At $150/hour of staff billable time, this work could not be billed before, but is now freed up to be used on billable matters. Our changes have created (at an average of 5 new cases a week) new revenue from staff of over $100,000.

During this special one-hour program Attorney Eric Green, managing partner at Green & Sklarz LLC and Tax Rep Founder will walk you through how the implemented a system to assure clients follow the program and the documents come over not only scanned but in order. Eric will also discuss how they incentivize clients to make sure they follow the rules, or otherwise pay for it (literally pay in dollars).