Clients Would Switch for Portals

Surprised? It comes down to security.

By CPA Trendlines

The latest data from Atomik Research’s 2021 Client Expectations Study shows that CPA firms without portals, apps and solid security face a high probability of losing clients.

And not just a few but most.

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Overall, a staggering 78 percent of small businesses say they would consider switching accountants to one that uses “the latest technology.”

They aren’t necessarily expecting the latest in accounting software, but a burgeoning majority think an accountant with a portal might suffice to get them to jump the fence.