{"id":67062,"date":"2025-10-15T08:00:00","date_gmt":"2025-10-15T13:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=67062"},"modified":"2025-10-08T08:45:30","modified_gmt":"2025-10-08T13:45:30","slug":"leverage-tech-to-deliver-a-great-client-experience","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/leverage-tech-to-deliver-a-great-client-experience\/","title":{"rendered":"Leverage tech to deliver a great client experience"},"content":{"rendered":"\n<p>Whether you\u2019re inheriting a legacy firm, starting your own firm, or working to make your firm more efficient, the journey to automation and modernization is exciting and challenging.<\/p>\n\n\n\n<p>Multi-service tax and advisory firms face unique challenges finding technology solutions that are a fit for all employees. At the same time, clients have high expectations regarding data security, clarity of expectations for process and pricing, and ease of collaboration. When your firm is preparing hundreds to thousands of tax returns a year, it takes the right technology solutions and process efficiencies to meet your employees\u2019 and clients\u2019 needs.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2025\/02\/UsingTechnology-whitepaperFNL.pdf\"><img loading=\"lazy\" decoding=\"async\" height=\"473\" width=\"700\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/Using-technology-to-deliver-efficiencies-and-elevate-your-tax-clients-experience.png?w=700\" alt=\"\" class=\"wp-image-67064\" style=\"width:416px;height:auto\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/Using-technology-to-deliver-efficiencies-and-elevate-your-tax-clients-experience.png 1594w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/Using-technology-to-deliver-efficiencies-and-elevate-your-tax-clients-experience.png?resize=150,101 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/Using-technology-to-deliver-efficiencies-and-elevate-your-tax-clients-experience.png?resize=300,203 300w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/Using-technology-to-deliver-efficiencies-and-elevate-your-tax-clients-experience.png?resize=768,519 768w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/Using-technology-to-deliver-efficiencies-and-elevate-your-tax-clients-experience.png?resize=700,473 700w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/Using-technology-to-deliver-efficiencies-and-elevate-your-tax-clients-experience.png?resize=1536,1039 1536w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/Using-technology-to-deliver-efficiencies-and-elevate-your-tax-clients-experience.png?resize=740,500 740w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/Using-technology-to-deliver-efficiencies-and-elevate-your-tax-clients-experience.png?resize=1440,974 1440w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/Using-technology-to-deliver-efficiencies-and-elevate-your-tax-clients-experience.png?resize=720,487 720w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>Firms across the country are innovating and experimenting to find the right future-forward technological solutions for their growing firms. These solutions include moving to cloud-based operations, customized and automated outreach to clients, time-saving efficiencies that improve tax return accuracy, and creating bespoke bots to reduce monotonous work.<\/p>\n\n\n\n<p>How can firm navigate the ever-changing technology road to success? Download our white paper, &#8220;<a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2025\/02\/UsingTechnology-whitepaperFNL.pdf\">Using technology to deliver efficiencies and elevate your tax clients&#8217; experience<\/a>&#8221; today.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to use technology to deliver an improved client experience; download our informative, timely white paper today.<\/p>\n","protected":false},"author":144648993,"featured_media":67067,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807],"tags":[646041978,508421111],"intuit_collection":[],"intuit_series":[],"coauthors":[646041784],"class_list":["post-67062","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","tag-artificial-intelligence","tag-proconnect-tax-online"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Leverage tech to deliver a great client experience - Tax Pro Center | Intuit<\/title>\n<meta name=\"description\" content=\"Learn how to use technology to deliver an improved client experience; 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