The Client Experience Checklist for Accountants

With the rise of technology, automation and remote-work, client experience is more important than ever. Client experience represents the perception customers have of your firm based on their interactions. That means putting the needs and preferences of your clients above almost everything else in your business.

Nevertheless, accounting firms tend to put their focus on getting new business and forget to prioritize their current client strategy. However, client experience has become a key differentiator, and it can set your firm apart from the competition. The good news is, with the right tools and software, you can make it easy on your team to create and maintain an awesome customer experience through every interaction.

Download our 10-step checklist to learn how to boost your bottom line and enhance your client experience.