Practice Management

Leverage tech to deliver a great client experience

Written by Scott Cytron
Modified Oct 8, 2025
1 min read

Whether you’re 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.

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’ and clients’ needs.

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.

How can firm navigate the ever-changing technology road to success? Download our white paper, “Using technology to deliver efficiencies and elevate your tax clients’ experience” today.

Scott H. Cytron, ABC, is editor of several Intuit blogs, including the Firm of the Future, the QuickBooks blog, and the Tax Pro Center. He is president of Cytron and Company, known for helping companies and organizations improve their bottom line through strategic public relations, communications, marketing programs and top-notch client service. An accredited consultant, Scott works with companies, organizations and individuals in professional services (medical, legal, accounting, engineering), high-tech and B2B/B2C product/service sales. More from Scott Cytron