Client communications

Moving your clients from one accounting system to another is seldom a simple and easy task. But going from an entry-level or mid-market system to an ERP is even less so.

We're all dealing with client expectations right now — some reasonable, some unreasonable.

How often are you asking your clients about what they care about most: their kids, their grandkids or their pets?

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

Practitioners share what they tell clients who insist on preparing their own tax returns.

Plus, Intuit launches TurboTax Live Full Service en Español; Sage rolls out new product enhancements for 2023 release; and other tech news.

A recent survey finds that most accountants describe themselves as either ahead of the curve on tech adoption or at least keeping pace.

If you devote just 30 minutes a day for 30 straight days toward a goal — no excuses — you'll be amazed by your progress.

People do not react more positively to a cheerful chatbot than a neutral one except under specific circumstances, says a recent study.

Just like the ballet, every interaction with a client is a performance.

And client portals are a central part of their strategy for making it easier to share information back and forth.

Clients are increasingly demanding a more technologically-connected practitioners who is well-versed in digital communications and security.

As an accounting firm, you have many opportunities throughout the day to build trust with your clients.

Grant Thornton's chief transformation officer says there doesn't need to be such a hard dichotomy between accounting and technology skills.

Plus Right Networks and Tax Rep Network partner to launch educational resources; and other news from the accounting technology world.

The Top 50 Firm celebrated its establishment of a presence in the virtual landscape.

A recent poll has found that an accountant can rely on a client more than a co-worker for a response to a message.

Joe Greenspan, vice president of commercial operations at Act!, says digital communications are vital for the CPA of today's era.

Paying a firm's retirees; email, text and your clients; when the IRS says wrong; and other highlights from our favorite tax bloggers.

Here's how to transform drive time from a black hole of dread to a valuable investment of your time.