Share this post
Award-winning practice management trusted by more than 10,000 accounting firms
For everything to be on one platform, it’s huge. It costs us less money too. Having everything centralized in TaxDome helps us, and it helps the client.
Reviewing TaxDome’s first-of-its-kind survey: What 1,000 taxpayers expect in 2025
We recently hosted a live webinar that explored insights from our first-of-its-kind survey of 1,000 accounting clients across the United States. Rather than relying on assumptions, we uncovered what clients truly value in their relationships with accountants — and how you can deliver a superior client experience in 2025.
The discussion featured insights from TaxDome’s leadership and a panel of top accounting experts:
- Michael Ly: CEO of Reconciled, recognized as an Intuit “Firm of the Future” and a three-time Inc. 5000 business.
- Mike Maksymiw Jr., CPA, CGMA, MSA: Executive Director of Aprio Firm Alliance, connecting accounting professionals with resources and advice.
- Chayton Farlee: Host of the Accounting Conversations Podcast and Associate at Actuate Cloud Professional Accounting.
- Logan Graf, CPA: Owner of Graf Tax Co. and renowned accounting content creator with 20K+ LinkedIn followers and 7.8K+ YouTube subscribers.
Thanks to everyone who joined us for this in-depth discussion of what today’s accounting clients expect and how to stay ahead in 2025!
If you couldn’t attend the live session, we’ve got you covered! Watch the full recording below to gain actionable insights that will help you build a 5-star client experience in 2025.
Make 2025 the year of exceptional client experiences
The data is clear: Accounting firms that embrace technology, build trust, and offer tailored experiences will lead the way in 2025. Get a jump on making 2025 the year that you build a client experience that stands out by downloading the full 2024 Client Satisfaction Report.
Q&A transcript
Make sure to revisit this page — we’ll be adding the full Q&A transcript soon!
Jeff Nichols
Jeff is a content writer who works in the SaaS and B2B space, particularly in invoicing and accounting. He enjoys helping businesses make informed decisions that will assist them in growing and reaching their goals. As a writer at TaxDome, Jeff creates content that helps customers better understand the platform and stay informed about developments in the accounting industry.
Thank you! The eBook has been sent to your email. Enjoy your copy.
There was an error processing your request. Please try again later.
Discover how top accounting firms are staying ahead in 2025 – download the free guide
What makes the best accounting firms thrive while others struggle to keep up? We analyzed our top 20 TaxDome firms, representing over $100M in combined revenue, to uncover the strategies driving their success.
