The Accounting Firm Guide to Building Better Client Experiences

Today’s most successful accounting firms will tell you that the core of their business model is the client experience. In fact, in this competitive landscape, client experience can be an important differentiator for accounting firms and the key to driving new business, retaining current clients, and expanding service offerings.

What this guide covers:

- Detailed descriptions of each phase of the client experience

- How technology can help maximize results at various touchpoints

- How a strong work culture supports a rich client experience

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