Ebook: Collaboration & the Client Experience

The success of any accounting or professional services firm hinges on two factors – expertise and efficiency. But while these may appear to be two distant goals, they rely on the same simple capability – effective collaboration. 

You might be reading this thinking that you’ve ticked off your collaboration objectives. Perhaps you’ve implemented an internal file-sharing system, or even a client portal. The problem is, today’s industry professionals still find it too hard to collaborate internally with teams, and  externally with clients. It seems many firms have found it hard to balance the need for robust security with ease-of-use and have created new, and often unforeseen, problems as a result. 

So, what impact is technology having on the lifecycle of a client? Can better collaboration improve how firms win, retain and grow business?