Carter & Associates Tax-Professional Community, Renewal Decision Audit

Dricka Carter · 2026-10-10T19:12:34.457Z

Do not renew from habit. Renew with an implementation plan. Before October 31, document: Current package Features actively used Training completed CRM usage Current client goal Revenue goal Missing firm system Support needed Renewal decision Implementation deadline The renewal is not the outcome. The outcome is a stronger firm prepared to acquire, serve and retain clients. Post your renewal status and the first feature you will implement. @everyone

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