Client relations

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.