This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Customer Service Related Topics 
Accounting Today
JANUARY 30, 2025
The Internal Revenue Service made progress on its customer service and systems last year, but it's still facing challenges with processing tax returns on time.
232 
Accounting Today
OCTOBER 9, 2024
A bipartisan pair of lawmakers, Sen. Bill Cassidy, R-Louisiana, and Mark Warner, D-Virginia, introduced legislation supported by the AICPA that would create a dashboard to inform taxpayers of backlogs and wait times for their tax refunds.
305
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Forecasting Failures Are Costly: Heres How To Fix Them
Future-Proof Your Firm: Smarter Tech for Stronger Returns & Simpler Workflows
Operational Strength Starts with People: The New Rules of Finance Leadership
What Your Financial Statements Are Telling You—And How to Listen!
How to Avoid Pitfalls In Automation: Keep Humans In the Loop
Accounting Today
AUGUST 15, 2022
(..)
246 Forecasting Failures Are Costly: Heres How To Fix Them
Future-Proof Your Firm: Smarter Tech for Stronger Returns & Simpler Workflows
Operational Strength Starts with People: The New Rules of Finance Leadership
What Your Financial Statements Are Telling You—And How to Listen!
How to Avoid Pitfalls In Automation: Keep Humans In the Loop
Accounting Today
JUNE 3, 2024
Agency veteran Fumino Tamaki and her staff will work with other IRS units to apply customer service best practices.
296 
Accounting Department
JULY 2, 2024
Between juggling sales, operations, customer service, and marketing, it’s easy to see why accounting often falls to the bottom of the priority list. Running a small to medium-sized business (SMB) is no small feat.
264 
Accounting Today
AUGUST 2, 2023
The Treasury Department is trying to modernize the badly outdated agency in a bid to improve customer service and ramp up enforcement.
240 
Intuit
AUGUST 30, 2024
Tax Associate (Remote/Seasonal) Minimum 2 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required Must be willing and available to work a minimum of 20 hours per week Excellent customer service skills are a must, and there is an expectation to interact with customers through video and audio tools in a professional, (..)
246 
Accounting Department
JUNE 29, 2023
Business Process Automation (BPA) is used for operations in production workflows, accounting systems, data management, customer service processes, and even sales funnel coordination. Forms of BPA have become indispensable in industries such as manufacturing, banking, telecom, shipping, stock trading, food production, and many others.
246 
Xero
FEBRUARY 28, 2024
It will also provide rapid, personalised insights on demand, such as cash flow projections, to give customers the confidence they need to make business decisions. Using GenAI to onboard customers and support next generation customer service We have also rolled out an AI assistant to improve the customer onboarding experience.
264 
CSI Accounting & Payroll
FEBRUARY 20, 2024
When small businesses are looking for a monthly accounting service, great customer service is often on the short list of must-haves. In all that time, we’ve heard lots of horror stories about customer service from other accounting services. What is customer service like from the big guys?
Atlassian
MARCH 17, 2022
During the height of Covid, customer-service staffers in the cruise industry were under incredible pressure to reassure and help customers, while also navigating massive changes in their own lives. Royal Caribbean Group turned to Atlassian’s Team Playbook to help create an empathy-centered customer service experience.
Xero
MAY 4, 2023
She wrote the first Xero “user guide” and implemented an integrated model of community and customer service in the early days at Xero. The customer experience is something that we hold with the utmost importance and we continue to evolve and foster today. Catherine has made many valuable contributions to Xero over the years.
264 
Xero
JUNE 21, 2023
Client-first approach Tennick Accountants’ client-centric approach to accountancy is what set the firm apart, with a real focus on delivering exceptional customer service to help their clients achieve their goals.
312 
FundThrough
APRIL 8, 2025
Key Takeaways: Key Features to Look for in a Small Business Bank: Small business owners should prioritize customer service, security, competitive rates, and comprehensive features like checking, savings, loans, and mobile banking capabilities when choosing a bank.
Xero
JULY 13, 2023
Driving digitisation Sempar has embraced technology to drive digitisation, enhance practice efficiency, and deliver exceptional client service. To top it all off, once a new client is onboarded, Sempar’s brownie supplier is triggered to automatically send a box of sweet treats to welcome the new client.
246 
Intuit
JANUARY 3, 2024
AI has immense potential to help consumers and businesses with their finances, but applying AI within financial services will come in phases and is mostly being used within back-office and internal workflows today.
Intuit
SEPTEMBER 18, 2024
Tax Associate (Remote/Seasonal) Minimum 2 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required Must be willing and available to work a minimum of 20 hours per week Excellent customer service skills are a must, and there is an expectation to interact with customers through video and audio tools in a professional, (..)
130 
Intuit
SEPTEMBER 18, 2024
Tax Associate (Remote/Seasonal) Minimum 2 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required Must be willing and available to work a minimum of 20 hours per week Excellent customer service skills are a must, and there is an expectation to interact with customers through video and audio tools in a professional, (..)
130 
Intuit
SEPTEMBER 18, 2024
Tax Associate (Remote/Seasonal) Minimum 2 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required Must be willing and available to work a minimum of 20 hours per week Excellent customer service skills are a must, and there is an expectation to interact with customers through video and audio tools in a professional, (..)
130 
Xero
JUNE 17, 2024
Passion, experience, and expertise drives the team to deliver top-notch customer service and satisfaction. TGR’s employees do this by getting the job done efficiently and economically, and their high-quality service remains a vital part of TGR’s ongoing success and growth.
246 
Xero
AUGUST 7, 2023
ServiceM8 ServiceM8 is smart job management software for tradies and service businesses that keeps everything in one place – job cards, scheduling, staff tracking, client emails and texts, job notes, forms, online bookings, and more. ServiceM8 helps businesses cut paperwork, get more jobs done and provide great customer service.
246 
Blake Oliver
APRIL 14, 2025
This technology gap creates real-world problems: Auditors complete only a fraction of the work they could otherwise Customer service remains phone-based Simple tasks take months instead of minutes Moving to cloud-based systems would transform everything. They can't export data to Excel or properly view it on screen.
Xero
JULY 23, 2024
Running a small business can mean moving between being a general manager to a customer services contact, marketing lead and, in some cases, debt collector. This guest blog was written by the team at GoCardless. Without the proper processes in place, managing payments can take up too much time and even result in bigger problems.
231 
Intuit
SEPTEMBER 9, 2024
QuickBooks Live Bookkeeping Expert (Remote/Year Round) 3+ years of bookkeeping and/or accounting experience 3+ years of QuickBooks Online experience Required Credentials/Certifications: QuickBooks Online Certification (QuickBooks Online ProAdvisor) Experience supporting Payroll, Sales Tax, or Tax Preparation is a plus Strong customer service skills (..)
246 
Ace Cloud Hosting
AUGUST 30, 2024
Beyond the usual responsibilities of payroll, customer service, and budgeting, managing and accounting for Inventory adds another layer. Running an inventory-based business comes with its own unique set of challenges.
105 
Intuit
APRIL 25, 2025
Customer relationship management (CRM) toolslike Mailchimp help firms anticipate their clients needs and personalize outreach and marketing. Automated reminders for important tax deadlines or custom reports on financial trends can improve customer service and make clients stay.
130 
Xero
SEPTEMBER 27, 2023
For instance, if you’d like to offer a new marketing service to your customers or increase your online presence, you might put team members through digital marketing and SEO training. Innovation Employees can be full of great ideas for improving existing products, workflows or developing new ones.
246 
Fit Small Business
FEBRUARY 12, 2025
These companies also tend to combine those characteristics with excellent customer service, given that self-employed individuals can have complex finances that tend to make it difficult to evaluate. The post 6 Best Self-Employed Business Loans in 2025 appeared first on Fit Small Business.
Xero
OCTOBER 30, 2024
This includes an upgraded website with user-friendly booking features and automated communication tools to keep customers informed and engaged,” adds Renae. Despite the current challenges, we remain optimistic about the future.
242 
Xero
JANUARY 14, 2025
For businesses, this means shifting focus from AIs flashiness to its outcomes; asking questions like, how can I use AI to improve customer service? It wont matter if your AI uses the latest LLMs; what will matter is whether it makes your life easier. Thats the new benchmark. How can I save time in administrative tasks?
246 
Intuit
SEPTEMBER 18, 2024
Tax Associate (Remote/Seasonal) Minimum 2 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required Must be willing and available to work a minimum of 20 hours per week Excellent customer service skills are a must, and there is an expectation to interact with customers through video and audio tools in a professional, (..)
130 
Intuit
SEPTEMBER 18, 2024
Tax Associate (Remote/Seasonal) Minimum 2 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required Must be willing and available to work a minimum of 20 hours per week Excellent customer service skills are a must, and there is an expectation to interact with customers through video and audio tools in a professional, (..)
130 
Xero
APRIL 4, 2023
For example, automating customer service and responding to customer requests. This means understanding not only how the technology could be used in chatbots, SMS and email for personalised messages, but how AI could free up your teams to focus on improving the customer experience.
290 
Xero
AUGUST 1, 2024
And while it does provide some immediate benefits today, like quickly creating basic marketing materials or speeding up responses to some customer service queries, there is so much more potential. But accessing much of that potential requires more time, resources and expertise.
243 
Billing Platform
DECEMBER 9, 2024
With BillingPlatform you can automate recurring revenue management and align all internal stakeholders sales, finance, customer service, finance, and partners. A system that meets your unique requirements and simplifies the complexities inherent to recurring revenue business models and BillingPlatform delivers.
95 
Plooto
JANUARY 30, 2023
If you have any doubts about the importance of customer service and building solid client relations, consider the following statistic from a Harvard Business Review study: Increasing customer retention by 5% can increase profits from 25 to 95%.
Intuit
OCTOBER 23, 2024
Tips for Acing the Video Interview When you’re interviewing to be a Tax Specialist, it’s important to remember that this is a customer-facing position where you will be interfacing with people from all 50 states over video or chat.
246 
Insightful Accountant
MARCH 23, 2023
In recognition of the upcoming 'National Mom and Pop Business Owners Day,' Epson gleaned entrepreneurial insights on efficient processes, reliable technology and customer service.
Intuit
SEPTEMBER 17, 2024
In the AI industry, they create AI-powered products that cater to various customer needs, such as customer service chatbots, business intelligence prediction tools, or marketing analysis platforms.
260 
Xero
SEPTEMBER 1, 2022
ServiceM8 helps tradies cut admin time, get more jobs done as well as provide amazing customer service. It has everything in one place to help tradies run their business easier, from anywhere – job cards, scheduling, staff GPS and status, CRM automation, job notes and photos, online bookings and more.
52 
Bookkeeping Express
DECEMBER 30, 2024
Focus on Customer Satisfaction: Read reviews and case studies to ensure the firm you choose prioritizes customer service. High customer satisfaction scores are a key indicator of a companys reliability and commitment to its clients.
Counto
FEBRUARY 23, 2025
Maintain Accurate Records Having comprehensive records of all transactions, such as invoices, shipping details, and customer communications, can help you fight chargebacks. Offer Excellent Customer Service Resolving customer complaints quickly and effectively can prevent them from escalating into chargebacks.
52 
Xero
OCTOBER 23, 2022
For us it’s a reminder that if you’re in a service industry, you’re only as good as your people and customer service no matter how good the technology behind it is.” . It’s awesome to see the transformation when clients start getting excited about the numbers. . A lesson for us all to remember. .
190 
CSI Accounting & Payroll
APRIL 26, 2023
Accountants aren’t known for their customer service skills. Working with an accountant offers many benefits, but it can also create problems. If the relationship between your business and your accountant isn’t dynamic, it won’t be as constructive as it could be.
98
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content