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Why Client Experience Matters in Every Accounting Firm

  • CPA (CA)
  • CMA
  • CPA (US)
Why Client Experience Matters in Every Accounting Firm

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Did you know that Accountants waste up to 40% of their time gathering client documents in order to do their work? 

This includes chasing clients for documents, searching in multiple places, and dealing with pictures sent in via text. 

Firms who are able to make it drop-dead easy for clients to work with them, and still maintain a secure environment, have an enduring advantage over firms who are still using the traditional methods of communicating with clients.

The profession continues to change, as do client expectations. It’s no longer just about delivering a quality product or service. It’s about delivering an overall experience to clients—one that makes them feel good, confident, and willing to come back time and time again. Heightened competition and the modernization of client needs have challenged accounting professionals to find new and innovative ways to stand out from the crowd. 

Come and learn in this online CPE course by Liscio how making a simple change in how you ask clients to securely send documents to you can result in them responding in as little as six minutes. Your staff will get more done, your clients will love working with you, and your firm will be positioned to thrive in 2021 and beyond. 

Key topics covered in this online Free CPE webinar are:

  • What are clients looking for?
  • How to create a client experience that is convenient and predictable?
  • How to Arm your firm with right technology?

Learning Objectives

  • To discuss the key factors involved in client response rates
  • To evaluate how easy your firm is to work with, compared to other firms of similar size
  • To discover an easy and affordable way to get clients to respond quickly to requests for documents, without sacrificing security
  • To explore the software that drives Client Experience 2.0 firms

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA











my 1 hour is very worthwhile and I learned a lot of knowledge and more about my clients.


It was nice that even if there is only an hour given, the topic have been discussed properly


The webinar is great and the speaker shared knowledge that is very helpful at this time.