{ "media_type": "text", "post_content": "XPost: How do you appease the client when they call and ask when their tax returns are done and they want them done now but they are further down the queue of returns because they submitted their PBCs later than other clients who submitted their source docs on time?", "post_id": "5f3d9ce9d4ec5c0030815ad1", "reply_count": 3, "vote_count": 1, "bowl_id": "564a5cdb94887803001dd07c", "bowl_name": "Accounting" }

XPost: How do you appease the client when they call and ask when their tax returns are done and they want them done now but they are further down the queue of returns because they submitted their PBCs later than other clients who submitted their source docs on time?

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Explain that situation to them exactly how you're explaining it to us

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Every client’s ASAP/now is different. Inexperienced accountants (including me at one time) hear that and assume it means 15 minutes. Ask them if they are working against a deadline and give them a conservative estimate for completion. (e.g You provided the information on Monday and it typically takes 7-10 business days to get through all levels of review, but would Friday be ok). Most will be ok with that. If it’s truly more urgent, then you can see if other projects can be moved around.

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You don’t “appease” them. You tell them exactly that. I’m guessing you communicated timing with them regarding PBC info so if they expect you to just spew out the returns on a whim then they’re going to be disappointed because that’s not how it works lol

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