Customer experience is crucial to your accounting firm's success. Click here for 3 quick and easy "musts" that you will need to practice within your firm.
1 min read
Courtney is a Customer Experience Specialist at Canopy.
Customer experience is crucial at your accounting firm. Not only will an amazing experience make clients happy, but it means gaining more clients in the long run.
That's because, customers are more likely to trust reviews from friends, family, or other customers when they learn about a new product, according to HubSpot research. There is also an 80% increase in revenue for companies that focus on improving customer experience, Zippia research found. Are you starting to pick up on the trend these statistics show?
Here are three quick and easy “musts” that you will need to practice within your firm to offer the best possible customer experience, which will thereby maximize your clientele.
Jerry Smith is a CPA at Smith Tax Firm, Inc. His client, Summer Sanchez, has been waiting on him for a 2 p.m. appointment that she set up weeks in advance. She has some concerns and questions regarding her 2021 tax return. It is now 3:30 pm and she still has not met with Jerry. Soon after, Sarah had to leave the office since she had other appointments and obligations to take care of.
In this scenario, the fact that Jerry did not honor his commitments meant that he lost his client.
On the other side of town, we’ve got Jim Halpert who is a CPA at Halpert Accounting & Tax Services. His client Dwight Schrute is so delighted with Jim's services. Ivan has recently implemented the use of Canopy’s practice management solution. as a one-stop shop for tax services. Jim and Dwight both appreciate the fact that there is open communication and ease of access to vital information through Canopy’s Client Portal and CRM. Jim knows Dwight on a first name basis and the two have built a sound professional relationship with one another.
In this example, Jim respects Dwight enough to remember his name as well as provide an efficient service for his tax needs. For these reasons, Dwight will advocate for Jim's firm to friends and family and will choose to return as Jim's client for many years to come.
Choosing not to engage in the customer’s experience could be detrimental to your firm, as your clients could view you as impersonal, disinterested, untrustworthy, complacent, and even disrespectful. You may be completely unaware that your choices are leading your clients to this conclusion about you and your firm—this is why it's important to check in with your clients.
Without a customer experience plan, clients may not refer you to others, which could lead to you losing out on potential clients, and possibly even losing clients you already have. Through your efforts in making meaningful connections, building respect and trust, and communicating effectively, you will see just how many clients you will keep and absorb from other firms who are not focusing on the customer’s experience!
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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.
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