Incorporating AI into the client experience

We loved the ease of setting up clients in the portal and believe it is the best setup experience for our clients.

At all stages, our clients have a pulse on exactly what’s going on with their return, which stops them from having to call or email saying, ‘Hey, I haven’t heard from you, what’s going on?

Customers can chat with us via mobile, or a laptop, anytime. Accountants can answer faster, easier, and have a better understanding of their customers.

I feel like I can stay connected with my clients more easily and it saves manual work which is always the goal!