This assessment has been designed to help accounting firms measure and improve three critical areas.
Your systems for client information exchange
How easily clients know what to send, where to send it, and when, and how smoothly that flows into your work.
Your internal process for gathering client information
The steps, ownership, and consistency behind how you request, collect, and manage what you need.
Your visibility and reporting on information requests
How clearly you (and your clients) can track what’s been asked for, what’s outstanding, and what’s next.
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