Is your firm doing all it can to optimize your client experience? When it comes down to it, operating a successful tax and accounting practice is so much more than just the actual act of doing the specific tasks you’re paid for. It’s about ensuring your clients are happy with the way they’re experiencing your firm — otherwise, you can be sure you’ll start losing clients to competitors who care.

The last few years have drastically changed how firms can interact with their clients as technology has opened a window of opportunity for firms to revitalize their client experience. In this workshop, we run through the best practices and strategies to ensure your clients receive the most seamless experience possible to keep them coming back forever.

Learning Objectives:

• Identify how to improve your onboarding processes


• Determine the basics of a great client experience


• Summarize how to take client experience from good to great