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Free cpe webinars
How to Make It Easy for Clients to Work With Your Accounting and Tax Firm


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 28, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

The oldest millennial turned 40 in 2020. They are not kids anymore, and they expect their accounting firms to keep up with the times. They don’t like email and they dislike technology that is not designed for their mobile devices.  So why haven’t firms evolved to meet their clients’ expectations?  

Heightened competition combined with the removal of any hometown advantage means that firms who are able to make it drop-dead easy for clients of all ages to work with them (and still maintain a secure environment) will have an enduring advantage over firms who are still using traditional methods of working with clients. If this transition sounds daunting, it isn’t. The good news is that by making a very simple change in how you ask your clients to securely send documents to you, your firm can present a truly modern face to clients, while helping staff get more work done at the same time.   

Come and learn from Chris Farrell and Alison Ball how you can get clients to respond to your requests in as little as six minutes. Your staff will get more done, your clients will love working with you, and your firm will be positioned to thrive in 2021 and beyond.  
Key Topics: 

  • What are the current trends in Client Experience, and how can accounting firms benefit?

  • What are clients of all ages looking for in terms of working with your firm?

  • How is the ease of use for clients linked to staff productivity?

  • How can you easily arm your firm with the right technology?

Learning Objectives:

  • Determine the link between ease of use and client response rates 

  • Compile and compare differences and similarities between Millennial clients and older generations

  • Evaluate how easy your firm is to work with, compared to other firms of similar size

  • Identify an easy and affordable way to get clients to respond quickly to requests for documents, without sacrificing security

  • Evaluate the software that drives Client Experience 2.0 firms

Not logged

Alison Ball

Director of Marketing and Influencer Strategy


Creating and leading results-driven influencer-based content marketing programs, ambassador programs, and UGC acceleration programs takes both art and science. The art is to keep the humans happy, while the science is in the strategy, sequencing, and measurement.

Alison has spent her career developing innovative ways to create brand magic via influencer programs that seamlessly meld art and science together. Influencers, brand advocates, and expert content creators are highly effective ways to tell your marketing story. Under her leadership, Intuit experienced an exponential increase in top-of-funnel reach and engagement globally, all driven by engaged influential product experts and user-generated content.

Alison's strengths include top-notch communication and collaboration skills plus years of experience developing, testing, and creating strategies to collaborate with and help influencers engage with a brand. She is also a leading expert in developing winning strategies for creating mutually beneficial relationships with a brand’s best content creators and have taught these techniques to teams across the world.

Additional strengths include: Content marketing strategy, social media marketing strategy, influencer relationship management, small business empathy, inventing and launching ambassador or loyalty programs, creating world-class conference tracks, accounting, brainstorming, and turning detractors into promoters.


Chris Farrell

(765) 566-7127


Chris has spent his career working both as an accountant and with accountants. Chris started at Arthur Andersen and served as a public-company CFO prior to Liscio. For the last decade, Chris has worked with accountants to improve business operations, efficiencies and profits.

About Our Presenter

Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.