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Client Experience Tools, Technology & Processes

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In Part 1 of this 2-part article, Randy Johnston looks at strategies that maximize client and firm experience, while minimizing security risk overall.

Jun 8th 2021
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Whether you are dealing with tax or Client Accounting Services engagements, your client experience should be considered in all areas of your firm. You need to have the best possible experience for your clients and your firm’s staff, while maximizing profit to the partners. Effective document exchange, gathering, management, and distribution with clients is a significant friction point for many firms.

What is the Best Tech Stack to Work with Clients?

With the shift in technologies to a cloud/SaaS architecture, many firms will need to reexamine their current strategy, which is likely a premise-based LAN, or hosted by a provider.

Artchitecture of Your Road Map

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