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The changing landscape of client services

New technologies are quickly becoming a key differentiator.

Cloud-based solutions have distinguished us from the competition. The ability to access a single copy of a client file in real-time with multiple users has definitely helped our firm's productivity and efficiency. Our cloud-based solution also enables us to add value to each client because they can start out small and add users and features over time as their business changes, without paying the large initial fees of other enterprise-level solutions.

Carrie Waldrop, CPA
Moquist Thorvilson Kaufmann Kennedy & Pieper LLC


Today's successful accounting firms are actively making the transition to a more efficient, productive practice by leveraging innovative new technologies and services. Managing partners and other key decision-makers are discovering that leveraging cloud-based technologies can not only increase their firm's productivity and revenue, while reducing costs and overhead, they can also enhance their role as a trusted business advisor, thereby increasing client loyalty and retention.

The Trusted Business AdvisorSM Program from CPA.com provides firms with best-of-breed integrated cloud-based solutions that address critical functions such as core accounting services, bill management, tax preparation workflow, firm-wide workflow automation, and more. CPA.com provides firms with the support, learning tools and resources to help you reap the maximum benefits from these new technologies. We provide you with case studies that show you how other firms are making the transition to a more profitable practice, white papers with examples of how to price, position, package and promote your new services, plus cost comparison and ROI assessment tools to ensure both you and your clients are confident in your decision-making process. The firms who actively adopt these new technologies today will maintain their competitive edge for years to come


Bill Payment Accounting Program Firm-Wide Workflow Audit Confirmations Payroll & HR