Client relations

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.