Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

When Clients Vanish

29 Oct 2024 · 1 min

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Service providers lose clients right before tax deadlines when they can't access bank or credit card data to reconcile transactions. Without answers about where money went, tax filings stall. One client paid monthly for months, then vanished without a word.

Chapters

All of a sudden they hear that the taxes are due and then why isn't it? You know, you get it sometimes where they'll say, why isn't this done? Well, we haven't been able to access your ABC bank account and your credit card, and you haven't answered these questions that we have on these transactions that we just don't know where they go. Mm-hmm. So we are just sitting here kind of stagnant and we need you to be responsive. And I think with this particular client Sarah's talking about, He always was great, put his credit card details in, paid every month, and then he flat out disappeared.