Maximize Client Acceptance of Your Firm’s Technology Initiatives

Planning the implementation of a new software solution can be difficult, even if the change is just an internal one. But what if the change affects your clients, too? This is the case when you’re adopting a client portal for accountants to collaborate with taxpayers. Who will provide leadership and communicate the vision to your clients? How will you measure success? Getting your clients to accept your firm’s technology initiatives requires careful planning.

We’ve been helping customers implement new software solutions since 2002. We’ve refined our implementation methodology through years of experience with firms of all sizes. In this recorded session, we explore the process we use to maximize taxpayer acceptance of new technologies. Learn how to ensure that both tax professionals and taxpayers adopt your technology investment. With proper planning and execution, it’s easy to streamline your 1040 process and dramatically improve client service.

A client portal for accountants can be met with resistance if not implemented smartly. This webinar shows you how to ensure internal buy-in and get client adoption!