Client relations

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.

"I'm so glad tax season is over!" is a phrase often heard from accountants. Why would anyone would say this?

If you don't think clients and prospective clients are checking out your Google reviews, think again.

Following its acquisition with Marcum, Top 10 Firm CBIZ has begun centralizing its disparate technology services under a single office.

When small CPA shops suddenly end, clients are left to scramble for a replacement — and any enterprise value that the owner may have had withers away.

Deep in the heart of busy season, you may not be feeling much empathy for clients who have been procrastinating and are so disorganized, but you should.

Your clients don't just want tax returns and financial statements — they're looking for trusted partners who understand their dreams, fears and aspirations.

What happens when a client has a misconception about the value of their business and hopes to sell it?

The Big Four firm's audit projects are not impacted, sources say.