Email is no longer cutting it for accounting professionals.
Providing higher-value services like advisory and strategic guidance is vital for modern accounting firms — but doing so requires a new approach to client relationships.
We surveyed 170+ respondents working in the back-office space to find out how teams are adapting to new workplace trends and approaching client communication to stay relevant and competitive. Overwhelmingly, respondents agree that email is still king — but a lot needs to change in order for clients to stay loyal.
In this report, you’ll learn:
Why high-value relationships are more important than ever for accounting firms
How today's accounting firms rely on email to maintain relationships
The (many) trends changing the way accounting teams communicate — including what needs to change for firms to stay competitive
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