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Organizing Client Information for Your SALT Projects

Updated: May 30, 2023

State and local tax professionals are responsible for helping their clients navigate the complex and ever-changing world of taxes. One of the keys to success in this field is being well-organized and keeping accurate records of client information and data. Here are some tips for state and local tax professionals on how to organize client information and data:

Use A System

Whether it's a physical filing system or a digital one, it's important to have a system in place for storing and organizing client information. This will make it easier to find the information you need when you need it.

Keep Detailed Records

Make sure to keep detailed records of all client information, including contact information, tax returns, and any correspondence between you and the client. This will make it easier to follow up on any issues that may arise.

Keep A List of Your Clients and Their Industries on Hand

By having a list of your clients, their industries, and their products and services, you will be able to quickly identify which clients are affected by any law changes. Then you can notify them of those changes and provide recommendations on next steps, if any. Being proactive rather than reactive will show your clients how much added value you bring.

Keep Client Information Secure It's important to keep client information secure. This includes not only physical documents, but also digital records. Make sure to use a secure server and encryption when storing client information electronically.

Communicate With Your Clients

Regularly communicate with your clients to ensure that you have the most accurate and up-to-date information. This will help you stay on top of any issues and make sure that your clients are getting the best service possible.

By following these tips, state and local tax professionals can stay organized and keep accurate records of client information. This will make it easier to provide the best possible service to their clients and help them navigate the complex world of taxes.


About the author

Kristina Cassone-Rhodes has worked in state and local taxes for more than 5 years. She currently owns her own consulting firm, Cassone Consulting LLC, and is a co-founder of Peper (Formally known as TaxStream LLC). She has a J.D. from the University of Montana and an LL.M in Taxation from Boston University.

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