Client communications

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.

Seek feedback from someone outside your professional circle who isn't mired in industry jargon.

As ways of communicating proliferate, it's more important than ever that you be ready to meet clients, prospects and potential employees where they are.

A client resource hub is a dedicated section of your website that serves as an easy-to-skim central repository of information for your clients.

How many of the three As would your clients say you possess?

Very few firms are asking themselves how they can make sure their client service associates are doing the very best job they can.

Delaying a payment or not paying an invoice are ways for a client to give voice to a problem with your services without causing an immediate confrontation.

Thought leaders on accounting tech share just what tools and systems a practice has to have today.

There will always be both business owners and individuals who drag their feet on different elements of their financial planning.