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Firm Differentiation Depends Upon Client Service | Accounting ARC

CPA Trendlines Podcasts

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The Evolution of Client Portals in Accounting

This chapter explores the transition from traditional accounting practices to digital client portals, emphasizing the impact of technology on client-advisor interactions. It addresses challenges faced by clients in navigating these platforms and the importance of maintaining human connections despite automation. Additionally, the chapter highlights generational shifts in client expectations, work-life balance, and the necessity for equitable client service across all users.

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