4 Quick and Easy Ways to Gather Info From Your Clients | Canopy
They keep you up at night and make your job 10x more difficult. And you probably know them by name. Ask any accountant and they likely could rattle off a list of clients they just KNOW will wait until the very last second to get them the info or source documents needed to meet the upcoming deadline. Heck, it probably started with difficulty gathering onboarding information from the get-go.