Client Relationships

Top 6 Best Accounting CRMs - 2024

Leveraging the right Customer Relationship Management (CRM) software is key to enhancing efficiency, improving client relations, and driving business growth. This post delves into...

4/17/24 LEARN MORE
Matching Client Expectations with Reality

A new challenge faces the rapidly-changing accounting industry: how to bridge the gap between client expectations and reality. In fact, a staggering 72% of clients in the...

2/09/24 LEARN MORE
The Impact of Remote Work on Accounting Firms

The emergence of the remote work phenomena, accelerated by the COVID-19 pandemic, has reshaped and revolutionized various industries, including accounting. This profound shift has...

10/20/23 LEARN MORE
3 Lies Accountants Tell Themselves

In a recent webinar, “Lies Accountants Tell Themselves,” hosted by Canopy, we had industry experts dive into a new research report, “2023 Accounting Practice Management Survey”,...

8/24/23 LEARN MORE
8 Ways to Manage Clients Effectively & Efficiently | Canopy

The key to success in any business is building lasting relationships with clients. But what happens when managing clients takes up too much of your time and energy? The best way...

4/22/23 LEARN MORE
Get Paid Faster — 3 Ways to Optimize Payments Processing at Your...

Getting paid is how your accounting firm will stay successful — there's no way around it. When it comes to navigating the nuances of getting paid, it's never simple. Here are top...

3/17/23 LEARN MORE
6 Ways Accounting Firms Can Successfully Retain Clients

For any business looking to grow, finding new customers and retaining existing ones is the lifeblood of their business, and accounting firms are no different.

7/19/22 LEARN MORE
Study: Clients Want Accountants Who Use the Latest Technology

As accountants, you know the importance of client satisfaction—they are the backbone of your business after all. Wouldn’t it be nice to know what was going on inside their heads?...

6/08/22 LEARN MORE
How 2022 Global Consumer Trends Could Impact Your Firm

Times have changed these past few years, haven’t they? There have been so many differences around the world, not only in our personal lives, but in our professional lives as well....

5/19/22 LEARN MORE
Infographic: Clients Want Accountants Who Use the Latest Technology

5/01/22 LEARN MORE
Client Onboarding: 6 Steps to Happier Clients and Lower Attrition Rate

You did it! You finally landed that much-anticipated client. The big one or the first one or just another one. So it’s time to get to work, right?

4/26/22 LEARN MORE
How to Effectively Seek Feedback Through Client Reviews

Most accountants are great at what they do. An article from WallStreetMojo states that CPAs “are adept at handling complex financial dealings through prompt human interaction.”...

3/29/22 LEARN MORE
Top 3 Must-Haves For Accounting Customer Experience

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,...

3/09/22 LEARN MORE
Why You Need Client Experience Processes

As service providers, accountants have always paid close attention to providing exceptional client service to their clients. While that’s still imperative, client service is not...

2/22/22 LEARN MORE
8 Ways To Encourage Your Clients to Pay on Time

Accounting practices are like most other small businesses when it comes to managing cash flow. If your clients aren’t paying what they owe you on time, you may have difficulties...

10/04/21 LEARN MORE

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