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Complimentary Bonus Session Onsite and Online

ENG23SS102. Elevate and Modernize Your Client Experience - presented by ShareFile (TCH)

Today’s accounting client wants more than just their expected service from their firm– they also want an exceptional client experience to partner with that service too. Big and boutique firms alike find themselves asking, “How do I transition to a more elevated and modern client experience as clientele and competitors are becoming more digital-first?” Join us to learn how to elevate your client experience that will differentiate you from competitors and drive long-term engagements. Hear from our panelists as they share their experiences transforming the client experience, important lessons learned, and best practices.

Learning Objectives:

  • Determine the needs and expectations of today's clientele
  • Identify breakdowns in your client lifecycle
  • Recognize new processes to improve and amplify your clients' experiences
  • Assess how to select the best tools to increase client satisfaction
CPE Credits
NASBA Field of Study
Business Management & Organization
0-2 years in the Profession
Advanced Preparation
Session Tags