Best of Accounting Webinar
from Inavero

Capitalizing on End-of-Engagement: How to transform tax deadline into a client engagement success story

So, you’ve made it through another daunting tax deadline (well-deserved high five!). Now what? Failing to ask your clients for feedback immediately following tax filing means they could go a full 9 months before hearing from you again. What's more, industry research suggests that clients want to engage with you outside of the nuts and bolts of a tax engagement: 3 out of 4 accounting clients say they would like a consistent way to provide feedback, yet only 10% of accounting clients report their firm has reached out and asked how they can improve. 

Join Inavero's CEO and Founder, Eric Gregg, for an informative discussion on best practices for client engagement, preventing critical service errors, and maximizing the value of client feedback in the context of a tax engagement. Driven by research from Inavero's 2018 Accounting Industry Benchmark Study, this session highlights pragmatic tactics for deploying a feedback initiative that impacts firm growth, and transforming painful moments like tax deadline into a client engagement masterpiece.