Client relations

Five hidden traits may be holding you back.

Most accounting and bookkeeping firms are still flying blind when it comes to pricing, and it's eating into their margins.

Nasty behavior by individuals at client companies toward auditors is widespread and can negatively affect auditor judgment, according a new academic study.

Clients increasingly view their accountants not just as compliance partners, but as essential growth engines. They don't just need a tax return and help with compliance, they need a strategic partner.

Plus, Suralink unveils AI enhancements in Workpaper Suite; Zip touts price negotiation agent, other AI agents; and other accounting tech news and updates.

New AI-powered features for client collaboration and audit engagements are available in CCH Axcess.

Canopy announced AI-powered upgrades to its Smart Intake solution, including a client intake questionnaires and a completely re-imagined Engagements module.

Whether your accounting firm should dictate what software a client will use depends on the context of your services and their needs.

Approaching the software your accounting firm uses through the lens of your overall strategy is critical.

A look ahead at what tax professionals and accountants should be worrying about getting sued for next year.

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.

Interfaces encompass the systems and processes that connect humans, software and networks to achieve seamless interaction.

Ahoy, personality! Five ways CPA firms can inject more personality into their brand and client experience.

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

Karbon hailed the launch of Karbon for Clients, touted as an end-to-end solution that manages the entire client lifecycle from onboarding to delivery to long-term relationship management.

Just because a company claims it keeps your client data private does not necessarily mean it's true, according to K2's Randy Johnston.

AI is no longer just a distant concept, as we're already seeing it reshape day-to-day functions within accounting.

Practitioners are working to get clients in line so they can fulfill IRS requirements to prove their clients qualify for particular credits.

Top 100 firm BMSS announced an investment in Knuula, an engagement letter and client documents software provider. The investment came after implementing Knuula themselves over the past year.

Just like hotels and restaurants, when you move up the price ladder, you move up the expectations ladder.