On-demand Webinar
Client Experience as a Growth Strategy: How Leading Accounting Firms Use Technology to Win and Retain Clients
In today’s competitive accounting landscape, client experience isn’t just nice-to-have—it’s the new bottom line. Firms that prioritize client-centric strategies are seeing measurable gains in efficiency, referrals and long-term growth.
Join the Progress ShareFile team and an expert panel of industry leaders for an interactive discussion on how modern firms are leveraging technology to deliver exceptional client experiences without sacrificing the human touch.
Gain Real-World Insights From:
- Todd Cooper, Director of Channels at CPA.com
- Jody Padar, renowned accounting influencer and owner of the Radical CPA
- David Cassel, Managing Director at Jitasa and Progress ShareFile customer
What You’ll Learn:
- Turning client experience into the ultimate growth driver for accounting firms
- Utilizing practical tactics to embed client-centricity into onboarding, communication and reviews
- Embracing technology that enhances—not replaces—human connection
- Measuring impact with real-world success stories and metrics that matter