Coffee Talk: What CPA Firms Need to Know About Portals & Client Experience

As we gear up for the upcoming tax season, many accounting firms are focused on improving experience and efficiency within their firm. From meeting client expectations to talent attraction and retention, there are numerous opportunities to innovate in order to position firms at a client advantage. Oftentimes, this comes down to the user experience clients and team members have with the various portals that firms have in place today. 

In this episode of Coffee Talk, Cetrom's Christopher Stark hosts Randy Johnston of K2 Enterprises to discuss what CPA Firms need to know about portals and client experience.

In this video, Randy tackles the following hot questions affecting CPA Firms today:

• What topic is top of mind for CPA firms this year?
• If firms are concerned about experience, what is the best approach you have found?
• What do client portal tools do for firms and their clients?
• Does ease of use translate to improvements in client and team member experience?

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Learn more about Cetrom: https://www.cetrom.net/
Check out K2 Enterprises: https://www.k2e.com/