How do you standardize processes end to end \u2026 and avoid the chaos that comes with having clients on disparate tools and operating within non-standardized processes?<\/p>\n
In an earlier article<\/a>, I mentioned that tax and accounting firms have about a 10% client adoption rate of new technologies<\/a> and tools. It occurred to me that a key reason for low adoption is the assumption that your clients are familiar with the tools required to support collaboration and process efficiency.<\/p>\n Trust me when I say that most are not. Take Zoom as an example. At Rootworks<\/a>, we\u2019ve been using Zoom for years to support remote workers<\/a> and ensure connectivity among the team. And all along we thought everyone else must be using it, too. We assumed wrong. The pandemic<\/a> hit and we witnessed a mass scramble to implement something as standard to the workplace today as Zoom.<\/p>\n