Client relations

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.

Even though things are busy, tax pros can't afford to let their guards down on engagement letters, scope creep, data security and much more.

Helping business owners understand the flood of accounting and financial data they face is a major opportunity for accountants.

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.