Announcing Liscio Dispatch Save Time with Every File you Securely Share with Clients! When you think about securely sending sensitive documents to clients, what comes immediately to mind? Well, if you are like most firms, your current process likely involves a lot of steps. Bring up the document in your accounting, tax, or other software. [...]
Why Client Experience 2.0 Firms Send Less Email Remember when “You’ve got mail” created such a positive buzz that Meg Ryan and Tom Hanks made a rom-com out of it? Imagine pitching that movie to a focus group today. Cue the groans! What happened? Well, email has turned into a stressful experience. It’s overwhelming. It’s [...]
Rising Above the Rest - Why CX 2.0 is the Key We live in an age of intelligent hyper convenience. With a few taps, swipes, or keystrokes, we can have just about anything delivered right to our door and we don’t even need to get out of our PJs. This is Client Experience 2.0 (“CX [...]
Will Microsoft file storage reign supreme? We make a case. Thousands of accounting firms are waiting patiently for their software providers to bring their file storage into the new millennium. And their patience may finally be rewarded by an unexpected player — Microsoft. Accounting file storage systems have lagged far behind the market. Box, Dropbox, [...]
(First published on Insightful Accountant on October 1, 2019) How Many Apps Does it Take to Serve a Client? The client experience game is changing. Tech innovation has raised client expectations while lowering client tolerances for bad service and incomplete solutions with functionality blind spots. Real-time communication channels and powerful mobile apps connect clients […]
Why you shouldn’t have to pay for customer service. A company is only as strong as its customer service. When it comes to building long-lasting customer relationships, nothing can replace the game-changing benefits of five-star service. Bad service, on the other hand, can easily cost a brand time, money, and a whole lot of clients. […]
Why email is a bad customer experience. Client communication is changing. Today, clients want a quick and convenient experience that weaves seamlessly into their daily lives. As technology evolves, your customer experience should too. Mobile apps, live chat, and messaging are quickly outpacing email as the preferred (and safer) means of communication. To ensure you […]
The ultimate guide to client retention. Happy customers will stay a lifetime. Keeping them happy is more important than ever, and harder than ever. Today’s tech-savvy customers are more demanding because they have more choice. Clients know exactly what premium service looks like and whether or not they’re getting it. With a competing service just […]
Find the right client acquisition strategy for your firm. What is client acquisition? There are many components to client acquisition. We’ll try to help you make sense of it all. A good place to start is to ask yourself how you bring in new customers. And how much does it cost you to bring in […]
How to prevent phishing. What is phishing? Phishing is a broad term used to describe social engineering techniques that use emails with bogus links to sites you’re likely to trust, and bogus websites filled with malware-triggering links. The goal is to either trick you into providing sensitive personal information like social security number, bank account […]