Webinar and Q&A: Meeting Taxpayer Expectations in 2025

Jeff NicholsDecember 20, 2024 · 1 min read

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Webinar and Q&A: Meeting Taxpayer Expectations in 2025

Table of сontents

Reviewing TaxDome’s first-of-its-kind survey: What 1,000 taxpayers expect in 2025
Make 2025 the year of exceptional client experiences
Q&A transcript

Reviewing TaxDome’s first-of-its-kind survey: What 1,000 taxpayers expect in 2025

We recently hosted a live webinar that explored insights from our first-of-its-kind survey of 1,000 accounting clients across the United States. Rather than relying on assumptions, we uncovered what clients truly value in their relationships with accountants — and how you can deliver a superior client experience in 2025.

The discussion featured insights from TaxDome’s leadership and a panel of top accounting experts:

Michael Ly: CEO of Reconciled, recognized as an Intuit “Firm of the Future” and a three-time Inc. 5000 business.
Mike Maksymiw Jr., CPA, CGMA, MSA: Executive Director of Aprio Firm Alliance, connecting accounting professionals with resources and advice.
Chayton Farlee: Host of the Accounting Conversations Podcast and Associate at Actuate Cloud Professional Accounting.
Logan Graf, CPA: Owner of Graf Tax Co. and renowned accounting content creator with 20K+ LinkedIn followers and 7.8K+ YouTube subscribers.

Thanks to everyone who joined us for this in-depth discussion of what today’s accounting clients expect and how to stay ahead in 2025!

If you couldn’t attend the live session, we’ve got you covered! Watch the full recording below to gain actionable insights that will help you build a 5-star client experience in 2025.

Make 2025 the year of exceptional client experiences

The data is clear: Accounting firms that embrace technology, build trust, and offer tailored experiences will lead the way in 2025. Get a jump on making 2025 the year that you build a client experience that stands out by downloading the full 2024 Client Satisfaction Report.

Download the report

Q&A transcript

Make sure to revisit this page — we’ll be adding the full Q&A transcript soon!

Written by Jeff Nichols

39 articles

Jeff writes for TaxDome with experience in accounting, finance, and invoicing industries. He focuses on educating users about accounting trends and maximizing productivity through practical guidance on TaxDome’s features.

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