Speaker: Frankie Quintero
Price: Free for All
What do clients really want from their accountants and tax professionals? In this exclusive session, we dive into a landmark industry report based on the responses of 1,000 U.S. taxpayers. You’ll walk away with key insights about how expectations are shifting — from communication preferences and perceived value to loyalty drivers and technology demands. Whether you’re looking to improve client retention, modernize your firm’s approach, or simply understand the mindset of today’s taxpayer, this session will offer practical takeaways you can implement right away.
Learning Objectives:
- What taxpayers really want (and what they don’t)
- How digital habits are reshaping the client experience
- Loyalty red flags: Why clients leave
- Actionable steps for firms to stay ahead
This webinar is open to everyone. Don’t miss this opportunity to gain valuable strategies to optimize your tax practice!
NAEA members enjoy exclusive discounts through their membership with TaxDome! Visit the Membership Benefit Portal to learn more about your savings and other valuable perks. Not a member yet? Join NAEA today to unlock access to exclusive member benefits, educational opportunities, and professional resources.
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