Report

Inside the client experience report

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What if you knew what your clients really thought about the engagement process? The Inside the Client Experience Report gives you an exclusive look at the challenges and frustrations clients face during engagements, and what they expect from modern accounting firms. Based on an anonymous survey of finance and accounting professionals, this research reveals:

  • 75% of clients struggle to manage daily responsibilities during engagements
  • 82% are frustrated by vague or time-consuming requests
  • 62% report five or more communication breakdowns per engagement

This report gives firms a rare opportunity to hear unfiltered client sentiment and actionable steps to modernize their client experience.