Conference Kick-Off: Using Technology to Differentiate Your Client Experience

May 19, 2022, 11 AM EST

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Client expectations and compliance requirements for data security have changed the game when it comes to the way accounting firms need to serve their clients. Learn how technology is helping firms elevate their service level and create new efficiencies in key client-facing functions.

In this session you will learn:

The new shifts in client communication and expectations that firms need to be aware of to remain competitive.

How to address these new expectations from your first client interaction through the close of each engagement.

How technology can be integrated into your client-facing workflows to ease onboarding and client service issues and create an exceptional client experience.

New tools and technologies that support the transformation of the way you collaborate and communicate with clients.