Client relations

Plus ShareFile releases ShareFile for Accounting; Diligent launches audit reporting dashboard; and other news from the accounting technology arena.

The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.

From clients and staff to software vendors and regulators, everyone seems to be telling accountants and accounting firms what to do.

Here's what I learned from NFL players about helping clients adjust to the next stage in life: Become a transformational advisor.

A Tax Court case involving the pop legend's estate shows why there are many reasons and justifications for different valuations.

Accountants chase clients for late payments

To tackle the talent shortage, firms must look beyond technology that addresses complexities and focus on client experience through collaboration.

Everyone in your practice reflects the image of your practice with everything they do, whenever and wherever they do it.

Invoices sent after what is perceived to be the final invoice are less likely to be paid or can leave an impression of sloppiness that could affect your chance to do additional work.