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Industry report
What your clients want you to know: insights from 1,000 taxpayers
Most research asks vendors what their clients think they want, adding an unnecessary layer. We went straight to the source that matters most: your clients. We polled 1,000 clients of accounting firms to understand their real expectations, frustrations, and what they truly value in the services they receive. This unique perspective provides you with the direct insights needed to improve your offerings and exceed client expectations.
Download the report
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Live webinar
Join the webinar: New standard. Meeting taxpayer expectations in 2025
What do tax clients truly value? TaxDome asked 1,000 real people to find out. Join our webinar to explore the key findings, actionable tips for exceeding expectations, and expert advice on building a better client experience.
Reserve your seat for December, 19 at 2 pm EST.
Discover your clients’ expectations
What’s in the report?
We surveyed 1,000 US individuals to uncover the following:
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Primary client segments: learn how to tailor your services to different client needs
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Top 3 client pain points: address key challenges and improve client satisfaction
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What 70% of clients look for in an accounting firm: identify essential services to offer
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How technology impacts client expectations: stay on top of competition with innovation
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Future trends: anticipate industry shifts and stay ahead
Why read the report?
In our report, we polled clients of accounting firms to understand their real expectations, frustrations, and what they truly value in the services they receive. This unique perspective provides you with the direct insights needed to exceed client expectations.
Get client-driven insights: we surveyed clients to uncover exactly what they expect from their accounting firms to provide you with direct feedback from the people who matter most
Bridge the gap between your firm and clients: understand where clients feel their needs are being met and where there’s room for improvement
Leverage actionable takeaways: with this client data, you can immediately begin refining your approach to enhance client satisfaction and retention
Key takeaways
Get actionable insights on how to exceed your clients’ expectations.
What clients want most
Discover the top factors that influence client satisfaction, from communication to technology usage.
Service gaps identified
Learn where clients feel their current accounting services fall short — and how you can stand out by addressing these areas.
Actionable feedback
Leverage real client feedback to enhance your services and improve retention.
Future-proofing your firm
Understand how client expectations are evolving and what you need to do to stay ahead.
