Client relations

How can you stay focused on your most important business problems without being distracted by the shiny objects?

The pricing of accounting services is a big concern and it should be.

Help clients create the ideal life for themselves first — and then work backward to help them get there financially.

Delivering an invoice for any service, including a tax audit, is a marketing activity, and it cannot be assumed that the client understands the value.

IRIS expanded its IRIS Firm Management solution with enhanced document management capacities. It has also introduced a centralized Customer Success function.

Professionals should never be bill collectors.

Stumped on gifts for friends, family or even coworkers? How about some tech?

As the accounting industry taps into the power of Generative AI, firms need to ensure privacy, transparency and other elements of responsible use.

Your clients have options, and the experience you offer can make and keep you the clear choice.

Tax season is about providing superior, high-value services to clients. That means doing everything necessary to make the experience working with you pleasant.