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.