Delivering Client Experience 2.0 for Accounting Firms

Alison Ball is the Director of Marketing and Influencer Strategy for Liscio, Inc. Liscio helps firms differentiate themselves by providing Client Experience 2.0TM to their clients. How do you make exchanging sensitive data and information with your clients delightful, trackable, and transparent across team members? Liscio does that just - everything in one place and designed from the ground up to be secure, mobile, and delightfully easy to use for clients and for staff. Before joining Liscio, Alison spent 15 years leading accountant influencer programs at Intuit. In her spare time she grows amazing backyard vegetables and loves hiking in the San Francisco Bay Area. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed. Contact her here: http://liscio.me/ (Website and blog) About Liscio How do you make exchanging sensitive data and information with your clients delightful, trackable, and transparent across team members? Liscio does that just – everything in one place and designed from the ground up to be secure, mobile, and delightfully easy to use for clients and for staff. Useful links: https://liscio.me/determine-your-cx-level/#leadershipandmanagement (Fine-Tuning Your Client Experience – A Year-End Firm Discussion Guide from Liscio: Set your Firm Up for Success in 2021) To fine-tune your firm’s client experience, take time to identify what is working and what might need improvement in your firm. Download this free year-end firm discussion guide to tap into your staff’s insights, evaluate your client-facing tools, and get your firm on the path towards Client Experience 2.0 for 2021. The most recent https://liscio.me/setting-yourself-up-for-success-in-2021/ (Liscio newsletter) – packed with information about Client Experience 2.0 and useful for anyone who is seeking to differentiate their firm in 2021, and just have a better experience overall for clients and for staff.