Inside the Client Experience

Built from anonymous survey data, this research reveals where firm-client alignment breaks down, what causes delays and rework, and what clients want moving forward. Clients want clarity, responsiveness, and modern tools—including AI-assisted document handling. This report is a wake-up call and a roadmap for firms looking to reduce friction and improve collaboration.

Download the whitepaper below to see why 82% of clients say this is broken.

Inside the Client Experience

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Accounting December 4, 2025

Kansas Accountant, Who Created Fictitious ‘Middle Finger Ranch’ for Fraud Scheme, Sentenced to 4 Years in Jail

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