Successful accounting firms aren’t stopping once they’ve won a client — they’re focused on keeping clients, by understanding client needs and determining how to effectively communicate to both prospects and clients.
When your firm utilizes technology solutions as part of your client experience strategy and accounting firm marketing plan, it can help your firm provide premier service to both prospective and current clients by:
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Clearly communicating your value with a strong online presence.
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Offering the advisory services your clients want and need.
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Providing consistent communication and keep clients in the loop.
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Helping clients make data-driven decisions.
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Staying on top of trends with digital tools.
Digital technology is pushing us all forward — how are you integrating new technologies and data analytics into your CPA firm’s marketing plan and client experience strategy?
Already a customer?
Resources for existing customers
AI-enabled client service
Modern, AI-enabled technology that can help firms drive revenue growth, empower staff, and improve client services. With advanced technology, modern firms can more easily alert clients about relevant changes, generate natural language research summaries and client letters, and turn real-time analytics into actionable insights.
Improve accountability
Track client progress through workflows from beginning to end in one convenient place with a unified collaboration hub for firms and their clients that is the next evolution of a secure portal.
Create marketing flexibility
Respond to legislative and regulatory changes with speed when you use client letter templates as the source material for firm marketing efforts such as newsletters, website updates, social media posts, blog posts and individual outreach.
Maintain document control
Prevent unauthorized access to client and firm documents with access rights and security with folder level security that makes sure only the right people — staff and client — have access to client documents in a wide variety of formats.
Attend an upcoming client experience and firm marketing webinar
We are passionate about the tax and accounting industry and look forward to having you join us for an upcoming client experience and marketing webinar!
Accounting firm solutions for improved client experience and marketing
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CCH Axcess™ Client Collaboration
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CCH Axcess™ iQ
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CCH Axcess™ Portal
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CCH® Site Builder
CCH Axcess Client Collaboration
Track client workflows from beginning to end with a unified collaboration hub for firms and their clients where you can send and receive engagement letters, require information with customized organizers, review and deliver returns, and send invoices.
With CCH Axcess Client Collaboration, your firm can:
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Guide your clients through every engagement with ease and security with an interactive experience.
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Increase completion rates with custom templates.
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Track clients’ progress on an easy-to-read dashboard.
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Provide clients with the ability to access prior-and current-year documents, provide updates, and e-Sign capability.
CCH Axcess iQ
Use predictive intelligence to help gather client insights, grow tax advisory services, and fight commoditization with this new tool that combines the expertise of our tax and accounting research with data analysis innovation.
With CCH Axcess iQ, your firm will be able to:
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Fight commoditization with planning and advisory services that clients are enthusiastic about and willing to pay for.
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Improve efficiency and reduce the time spent identifying what legislative is upcoming or has occurred.
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Accelerate marketing efforts and showcase the firm’s expertise.
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Provide premier client service and increase client satisfaction levels.
CCH Axcess Portal
Securely deliver and receive client documents, facilitate collaboration, and support even the largest files with a secure electronic storage space that supports bi-directional file exchange.
With CCH Axcess Portal, your firm can:
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Provide clients with a secure method to send and instantly access documents in a wide variety of formats spreadsheets, slide decks, and financial software data files, to name a few.
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Extend access rights and security with folder level security that makes sure only the right people — staff and client — have access.
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Prevent documents from being overwritten or edited while they are being updated.
CCH Site Builder
With a professional website, you can enhance your firm’s image, attract new clients, and provide customers and prospects with relevant, up-to-date resources.
Using CCH Site Builder, your firm can:
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Easily create a website in minutes using a simple set-up tool.
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Host your website free with a custom domain name of your firm’s choice.
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Customize your website content and appearance with flexible customization capabilities.
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Keep in touch with your clients throughout the year with CCH Site Builder email marketing services.
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Collaborate with clients and securely transfer files to clients, partners, and staff.
More firm management and workflow resources
Outsourcing services
Simplify tax preparation processing and client accounting services operations, accelerate turnaround, and increase client satisfaction while stabilizing staff bandwidth with Xpitax Outsourcing Services.
Practice management
Gain the capacity you need to focus on growth while your practice management software provides the visibility you need to manage priorities, improve processes and work more effectively.
Workflow solutions
Connect firms, clients, and staff with accounting workflow software while creating efficiencies that accelerate growth, support strategic decision-making, provide additional capacity and increase visibility.
Recommended reading
3 ways predictive intelligence can help modernize your firm
Firms today face many problems, including the fast pace of technological change, high client expectations, and revenue and profitability pressures. The good news is that as the accounting profession changes, advanced technologies can help firms address their new challenges.
Beyond portals: best practices for client collaboration
True client collaboration, and what more and more clients demand from firms, goes further than even a robust portal solution. The next evolution in client collaboration provides clients with an interactive experience and keeps them continually informed and in the know.
Overcoming commoditization and adding value
In order to grow and thrive, many firms are looking beyond basic tax compliance and efficiency improvements. With the right tools and processes, savvy firms can provide services that clients want to pay for, rather than battling fee pressure and commoditization. Learn how Smith & Salisbury increased revenue and decreased overhead without adding staff by moving to the cloud.