If the COVID-19 global pandemic has taught us anything, it’s that we are capable of finding ways to stay productive. This is especially true for accountants and tax preparers. Working from home may pose some challenges, but it has also forced professionals to seek creative ways to communicate via teleconferencing with screen sharing and video chats. In the era of COVID-19, though, what is the best way to communicate with your tax clients and prospective clients?

Are you interested in learning more? Keep reading for suggestions on how to best communicate with your tax clients.

Face-to-Face Communication

Many times, clients want to meet in an office to discuss their tax situations or tax needs. While this method may be the riskiest, it is still possible to meet safely. As recommended by the CDC, many states must wear face masks. This means your staff and your clients should have their mouths and noses fully covered. Utilize large conference rooms to meet so that all parties can remain 6 feet apart. Avoid exchanging paperwork if at all possible. Instead, send over electronic copies of all documents and then discuss them in person. Also, have sanitizer readily available and make sure to skip the routine handshake.


With technology, it’s even easier to discuss tax situations with your clients over the phone. Especially in the era of COVID-19, your clients may prefer to skip the face-to-face meeting. Before launching a teleconference with multiple parties, ensure that all parties have the documents they need readily available. Ask your current tax clients to make a list of questions, too, so that you can be more helpful and make the most of the time you have during the teleconference.

Video Conferencing

One of the best alternatives to meeting in person is the use of video conferencing. When you can see your clients, and they can see you, it may minimize any miscommunication that could occur on a telephone call. You get the opportunity to gauge your clients’ understanding of the materials presented and help clarify tax laws and tax situations. Video conferencing also allows accountants and tax preparers to make an excellent first impression when meeting prospective clients.

Preparing for Any Tax Client Meeting

It’s always best to make the process of preparing and taxes as easy as possible for everyone involved, which is why we recommend Refund Kingdom. This comprehensive tax prep software offers a user-friendly interface and web-based and desktop versions of the tax software. Refund Kingdom features various software package options that include easy-to-use forms and on-call exclusive account managers to help navigate intuitive features. With Refund Kingdom, you can create electronic reports to send directly to your clients before or after a face-to-face, teleconference, or video conference call.

The Ultimate Tax Prep Software: Refund Kingdom

If you’re seeking to simplify the process of running your tax prep or accounting business, it’s time to invest in one of the Refund Kingdom packages. This innovative software is perfect for accounting professionals who need a simpler option for organizing documents, receipts, and forms. Refund Kingdom offers professional tax preparation software with bank products and best-in-class technical and tax prep support. Including software for form 1040 preparation and 1120, Sigma has everything you need to make your tax preparation business successful this season.