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January 4, 2021

Using Technology to Create a Differentiated Client Experience

The accounting industry is becoming increasingly competitive. Luckily, there is still a tried-and-true strategy your firm can implement to win in a competitive market.

The accounting industry is becoming increasingly competitive. Luckily, there is still a tried-and-true strategy your firm can implement to win in a competitive market: using technology (and specifically PBC request list management software) to create a differentiated customer experience (CX)—especially in your core services: audit, tax, advisory, and bookkeeping.

This white paper will help you understand: 

  • The changing competitive landscape
  • The best strategies for winning in that new landscape
  • Three ways technology can help you support those strategies
  • And how firms just likes yours are using these strategies to get ahead

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Tags: Advisory, CAS

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