January planning & ACCA's response to our client's complaint

In episode 4 of PLAN-UARY, we are answering your questions!

This week, we’re all about actionable changes that could make a world of difference in your workflow and client experience on the build up to January and beyond.

As always, here’s your practice improvement checklist:

1. ✅ Refine your record collection:

   Use insights from January’s self-assessment ru…