Stop letting your clients run your schedule. This ebook teaches tax pros how to set boundaries like a boss without losing clients or sounding rude.

What’s Inside:

Canva “Office Closed” & “Business Hours” Templates

Auto-reply & voicemail scripts that save your sanity

Client communication boundaries (texts, DMs, late-night calls)

Scripts for saying no to discounts, freebies, and “friends & family” pressure

Checklist to keep your team consistent with messaging