New
Designing a Client Experience That Wins Loyalty -- and Referrals (Sponsored Webinar)
Wednesday, May 28, 2025
Noon-12:50 p.m. Central
1 CPE (1 non-technical)
Course code: 25FR-WX01
View pricing
Free for MNCPA members!
Client expectations are rising, and firms that deliver a seamless, thoughtful experience are earning more loyalty -- and more referrals. Explore the key moments that shape client perception, common friction points in the tax and accounting process, and how to optimize your client journey using modern tools. Learn how top firms are delivering "wow" moments from onboarding to file delivery -- and how you can, too.
This webinar is sponsored by TaxDome.
Major subjects
-
Understanding the modern accounting client
-
Mapping your client journey
-
Eliminating friction with automation and transparency
-
Creating moments that drive loyalty and referrals
Learning objectives
-
Pinpoint the areas of your workflow that affect client perception
-
Learn how to deliver faster, clearer, more proactive communication
-
Leverage automation to reduce wait time and increase satisfaction
-
Create a strategy to turn happy clients into promoters
Who should take this program?
- Firm owners, partners, operations leaders and client-facing staff
Pricing
|
Standard Member Fee |
$0.00
|
 Standard Nonmember Fee |
$39.00
|
MNCPA members save $39.00. Become a member.
Our records indicate
you are a
nonmember.
If you register, you will be charged
$39.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
