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Elevating your firm’s client services through automation

ThomsonReuters

In this blog, we’ll explore how artificial intelligence and automation, when thoughtfully implemented, can not only revolutionize but redefine your client service strategy. This transformative approach can reshape and elevate your practice to meet the evolving needs of both your firm and clients.

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New edition of the International Valuation Standards (IVS) published

IVSC

Explore this page to learn more about the key changes, and access additional resources to support your understanding of the latest standards. A full overview of the changes can be found in the ‘Red-Line’ version of the standards, available on IVS Online, or from the Members’ Portal of The IVSC website.

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Managing client expectations for accountants

ThomsonReuters

Client relationships, like any relationship in life, can at times be challenging. Miscommunication, unrealistic expectations, and personality differences are bound to surface on occasion, but establishing boundaries early on can help accountants avoid these problems and better manage client expectations.

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Go Digitally Native: Proving the value of digital first to your customers

ThomsonReuters

Because of this, firms are missing opportunities to create efficiencies and better serve their clients. . Proving the value of digital first to your clients should be simple following 2020 and the COVID-19 pandemic. Whether they realize it or not, your clients are already?familiar Portals have become a part of daily life.

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Enhance your advisory services with these 3 tips

ThomsonReuters

Jump to: 1: Unlock the benefits of value-based pricing 2: Gaining an advisory service advantage with client-centric services 3: Getting ahead with Practice Forward As the accounting industry continues to evolve, it is important for accounting firms to understand the benefits that advisory services can offer.

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Looking ahead with a focus on advisory

ThomsonReuters

Although your firm’s tax compliance practice is healthy and well-established, you may have a desire to grow into a new, larger role for your clients. Taking on the role of trusted advisor to your clients and offering advisory services is the way of the future. . Automation & Client Expectations . Simple, right? .

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Optimizing your accounts payable workflow process

ThomsonReuters

To take a more strategic approach, it might make sense to turn to technology to streamline your firm’s accounts payable and better serve your clients. Working with different entity types, reporting periods, and locational and departmental clients. Setting up controls so you choose how much information your clients can see.