How CAS Communications Are Different

Help clients make decisions, don’t just report on what happened.

By Hitendra Patil
The Definitive Success Guide to Client Accounting Services

A successful client accounting services practice requires increased interactions with clients. Your usual non-CAS methods of client communications are not sufficient to meet the demands and expectations of your CAS clients. You must leverage new tech tools to reach out, communicate and collaborate with clients more frequently.

MORE: How to Write Your CAS Engagement Letter | Designing Your Firm’s CAS Processes | How to Create Your Firm’s CAS Team | The Technology Stack You Need for CAS | Communicating CAS to Clients and Prospects | How to Communicate the Value of CAS | Don’t Wear a Mask
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Some accounting software can help you automate client notifications (by email/text) based on customized triggers set up in the software. Similarly, automated payroll software can keep clients informed automatically. Mobile apps of core accounting software are becoming a necessity to deliver client service and communications.

Why?

Posted on March 28, 2021

Hitendra Patil

About the Author

Hitendra Patil is the president of the Global F&A and CPA outsourcing services unit of Datamatics Business Solutions, Inc., a global provider of outsourced accounting, bookkeeping, finance, tax preparation, audit & assurance, payroll and demand generation & data services.

He is one of the profession's leading authorities on accounting technology, accounting firm innovation, and client accounting and advisory services (CAS / CAAS) and among the Top 100 Most Influential People in Accounting, the Top 10 Accounting Influencers to Follow on Social Media, and the Top 100 Accounting Social Media Leaderboard.

He is the best-selling author of
“The Definitive Success Guide to Client Accounting Services.”

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and
"Accountaneur: The Entrepreneurial Accountant."

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For over 20 years, he has worked exclusively for the accounting industry, leading several functions, including accounting, payroll, tax, and advisory services and technology solutions used by professional accountants.

He is a regularly published author in many leading publications in the United States accounting profession. Accountants have bought his best-selling books in 12 countries across five continents. He frequently provides fresh thought leadership and actionable insights to the accounting profession about CAS/CAAS, practice growth, entrepreneurship in accounting, and emerging technologies, such as artificial intelligence, machine learning, blockchain, and cybersecurity.

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Patil's newest book is, "Rise of The AiCCOUNTANTS: The What, Why, and How of Artificial Intelligence – Exclusively for Accountants.”
Available here

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