Getting ahead of the curve with automation

The disruption caused by the recent global pandemic forced accountants and their clients to abruptly change the way they work. Accounting firms in the middle of busy season quite literally adapted to a 100% work from home business model in under 72 hours.

It’s becoming clear that remote working will continue to be a way of life for many people for the foreseeable future. As a result, your client relationships, including client acquisition, might now be entirely virtual. Your clients might not expect anything more of you—or less. But they do expect that you will share their modern technology-based, approach to business.