Your accounting firm needs millennial clients, which means you need to make millennials trust you. Check out these two simple ways to gain their trust.
1 min read
As national demographics shift, earning the business of millennials is increasingly important. In order to earn their business, you have to help millennials trust your accounting firm first. But, earning the trust of millennials isn’t as simple as referencing your professional title or experience. We know that it’s easy to get overwhelmed with ways to improve, but that’s why we’ve got two quick ways you can start earning millennials’ trust (and business) today.
If you want to attract millennial clients to your practice, you can’t afford to seem disconnected or out-of-date. For millennials, using technology isn’t about being cool or trendy. Since everyone they know uses technology constantly, technology isn’t novel—it’s expected. If you’re not making good use of modern technology at your tax practice, millennial clients will take notice and take their business elsewhere.
Ideas to get you started:
Millennials place a higher value on social responsibility than the generations before them. Research shows that 91% of millennials would switch brands to one associated with a socially responsible cause. Millennials feel that it is their responsibility to support companies that do good things with their money.
For accountants, that means giving back to your community can earn you a huge competitive advantage. It also means that you need to be transparent about what you do to make a difference in your community. Millennials want to take notice of your efforts and reward them with their patronage, but they can only do so if they know about those efforts in the first place.
Ideas to get you started:
Want to learn more about millennials? Well, they aren't just good clients—they can make great employees as well. As you're looking to hire more talent, check out this blog to learn what millennials are looking for in an employer.
Canopy is a one-stop-shop for all of your accounting firm's needs. Sign up free to see how our full suite of services can help you today.
Explore more of our recent Articles, User Stories, and Ebooks.
2 min read
3 min read
Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.
Leave a comment!