Give clients superior customer service – even during Tax Season!
Go beyond crunching the numbers. Make the right impression and exceed your clients’ expectations with a level of client service and customer care they don’t expect and your competition can’t deliver. Just fast forward to tax season when you’re needed most but time is precious. CMS bridges the customer service gap for new and existing clients. Our support services are tailored to your requirements. We can gather data for extensions, schedule appointments, route calls and more. Software integration enables us to work seamlessly with your client databases and customized call scripting is all we need to service them. We can even help your clients with information to set up an LLC or with letters from the IRS.
You handle the tax code, we’ll provide superior customer service.