Client communications

Accountants chase clients for late payments

Moving your clients from one accounting system to another is seldom a simple and easy task. But going from an entry-level or mid-market system to an ERP is even less so.

We're all dealing with client expectations right now — some reasonable, some unreasonable.

How often are you asking your clients about what they care about most: their kids, their grandkids or their pets?

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

Practitioners share what they tell clients who insist on preparing their own tax returns.

Plus, Intuit launches TurboTax Live Full Service en Español; Sage rolls out new product enhancements for 2023 release; and other tech news.

A recent survey finds that most accountants describe themselves as either ahead of the curve on tech adoption or at least keeping pace.

If you devote just 30 minutes a day for 30 straight days toward a goal — no excuses — you'll be amazed by your progress.

People do not react more positively to a cheerful chatbot than a neutral one except under specific circumstances, says a recent study.