Client communications

Billable hours and staffing aren't a firm's biggest challenge — it's collecting and validating all the necessary information from their clients.

The rising adoption of AI at accounting firms has come with a growing need for open and transparent talks with clients about how the technology is used, and what measures are taken to address their concerns about it.

How a firm interacts with its clients can build confidence and trust, or it can create doubt and frustration if executed inefficiently or unreliably.

Now is an excellent time to expand your horizons and target millennials and Generation Z.

Kelli Parks of Calmwaters Cloud Accounting said client discovery and onboarding can be simplified with automated processes that don't need significant tech investments.

When small CPA shops suddenly end, clients are left to scramble for a replacement — and any enterprise value that the owner may have had withers away.

Delivering an invoice for any service, including a tax audit, is a marketing activity, and it cannot be assumed that the client understands the value.

TaxPlanIQ released a new workbook and calculator for its ROI Method of Value Pricing for advisory services.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

CPAs and accounting firms live (or die) by calendars and clear communication, with regular deadlines dictating their activities and priorities.

Communications between you and your clients can contain sensitive information that neither of you would want distributed to others.

Storytelling has many practical applications for accountants. Here's how to SPAR with your audience.

When a CPA transitions from individual contributor to leader of many people, their technical skills alone will not be enough to drive results.

SafeSend announced the rebrand of SafeSend Suite to SafeSend One, which now features the new Next Gen Gather AI solution to help professionals gather client documents.

Keep your videos brief and focused on a single point to make them most impactful.

When you announce the new tax season to your clients, let them know it's a new benefit you're offering.

Plus, Wolters Kluwer launches solution for shortened securities settlement cycle; and other accounting technology news.

There are just three things clients want to know at tax time, and video summaries can provide the answers.

As accountants, we don't get credit for having correct punctuation and spelling, but missing those things makes you look careless and not focused on the details.