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What makes clients your best salespeople – learn from real firms on a webinar
From onboarding to support, see how better client interactions are helping firms grow, and how you can apply the same tactics.
Get inspired by client-first strategies that deliver consistency, reduce friction, and strengthen client loyalty.
Industry leader trusted by 10,000+ firms
Winner Comprehensive Firm Workflow Solution
Watch the webinar recording
What makes clients your best salespeople – learn from real firms on a webinar
From onboarding to support, see how better client interactions are helping firms grow, and how you can apply the same tactics.
Get inspired by client-first strategies that deliver consistency, reduce friction, and strengthen client loyalty.
Industry leader trusted by 10,000+ firms
Winner Comprehensive Firm Workflow Solution
Real firms, real success
What’s covered in the webinar – inside the client experience makeover
Get practical advice and proven tactics that will help you uplevel your client experience
Proven strategies and tools for improving your firm’s client experience
Tactics that actually work when it comes to client communication, onboarding, and delivering consistency at scale
Practical advice from real firm owners and an expert in modern client expectations.
Repeatable workflows and tools that your firm can use to boost satisfaction and loyalty
Q&A with firm owners and an industry expert to get honest answers to your questions
Your client experience is costing you more than you think
Today’s clients expect fast, secure, and transparent service — but most firms fall short. We surveyed 1,000 clients to uncover the biggest gaps in their experience. Watch the webinar recording to learn how to meet and exceed their expectations.
61%
of clients are not satisfied with their accountant’s current communication practices
83%
want one portal for documents, messages, tasks, etc; clients prefer centralized tools
15%
receive status updates from their accountant – most clients are left guessing
61%
struggle to securely upload documents – manual or outdated systems increase security risks
Watch the webinar recording: real insights, honest conversations, and expert advice packed into one hour
Introduction
Case study: How NeatBooks boosted their bottom-line profit by 77% through a more transparent, automated client experience
Case study: How Siebert & Associates built trust and loyalty through tech-driven client service
Case study: How 20-20 Accounting Solutions fueled 20–30% growth through a standout client experience
Expert panel
Q&A
Meet the panelists
John J. Siebert
Owner, Siebert & Associates
Renee Tobe
A client of Siebert & Associates
Sebastian Correa
Financial Analyst, NeatBooks LLC
Vanessa Romero
Client of NeatBooks LLC
Paige Evans
Client Engagement Coordinator, 20-20 Accounting Solutions
Dylan Collins
Client of Freedom Accounting & Tax
Ilya Radzinsky
Co-founder and Chief Product Officer, TaxDome
Winner Comprehensive Firm Workflow Solution
Watch the webinar recording to discover how you can deliver an outstanding client experience
Watch the recording