The next generation of clients expects plugged-in, “always on” service, and help beyond the core services of taxes and payroll. Jennifer Warawa, VP and General Manager of Sage Accountant Solutions, explains the change: “There’s been a monumental shift in the way that accounting professionals are viewed by their clients. In the past, it was more around tax and compliance. Now, they’re looking for more guidance and ongoing advisory services. Because a business owner works anytime, anywhere, on any device, talking to an accountant once a year doesn’t make sense. It should be an ongoing dialogue, and business owners are starting to demand that.”
Make sure your DMS is mobile friendly, and that any device can become your office with instant access to every document and file, regardless of time or place.