Nonprofits are the unsung heroes of communities around the world—and they deserve access to technology that helps them make the most impact. This research paper will be invaluable for nonprofit leaders looking for tech strategies with the most potential to help them advance their missions with limited resources. Learn best practices of AI “Pacesetters” already […]
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The state of security is highly adrenalized these days — more so than usual. Years into the deadly and disruptive global pandemic, not only are we still seeing more attacks, we’re also seeing more breaches, as the way many of us work continues to evolve. New global research conducted by Splunk and the Enterprise Strategy […]
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Looking to empower your employees, streamline team workflows, and elevate leadership insights? Discover how RingCentral’s AI solutions can improve productivity across personal, team, and leadership levels. Download the datasheet to explore: • Common challenges faced by employees, teams, and leaders. • Practical examples of how AI-powered tools solve these challenges. • Success stories, such as […]
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Looking strictly at the bottom line, we should be in the midst of a golden era for the accounting industry. Demand for accounting services is more robust than ever as tax rules get more complicated and compliance requirements grow more mission critical every day. Accounting firms are traditionally among the more profitable small businesses, and […]
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Assessing the software capabilities needed to deliver better client experiences Ask any accounting organization what its primary goal is and there’s a good chance “deliver great client experiences” is at the top of the list. That’s because consumers today value their experience as much as the product or service itself. For accounting firms, this means […]
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Productivity tips for accountants Many accounting firms look to organizational tools or checklists to support better day-to-day productivity among teams. While there is certainly a time and place for these things, they may not be enough on their own. To truly optimize productivity at your firm, it’s crucial to look at your culture and software […]
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Improving service delivery for tax and accounting firms through better client engagement. The benefits of an exceptional client experience are undeniable: higher client retention, more engagements per client, and more client referrals—all within a shorter time span. Technology is a powerful way to improve service delivery, but only if that technology simplifies processes for clients […]
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Increase revenue by building better, long lasting client relationships. In accounting, the client experience is sometimes considered a “soft” business benefit—something firms can feel good about but doesn’t really impact revenue. That means accounting firms can be hesitant to prioritize investing in their client experience, especially if they’re overwhelmed by other demands. Download to read […]
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Hyper-personalization 101 Prepare for AI-powered personalization by learning what it is and how it will improve client experiences.
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Enhance client interactions to maximize profit Use this checklist as a guide to increase client interactions that drive growth and improve customer retention.
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Use this self-audit worksheet to safeguard sensitive client data information.
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