
Sing this to the tune of “Last Christmas” by Wham!
Chorus:
Tax season was breaking my heart
My staff was burned out and starting to leave
Next year, to save me from tears
I’m gonna be a Rootworks member
Verse:
Last season, we did things all wrong
Our tax client list was two miles too long
This year, to save me from tears
We’ll manage our clients smartly
Verse:
Two deadlines, come and gone
We went digital, but clients still send mail
Tell me people, why all the paper?
Well, it’s the industry, it doesn’t surprise me
Chorus:
Tax season was killing our firm
We suffered through it, and we now see the light
This year, to save me from tears
I’m gonna be a Rootworks member
Please complete the following:
Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.