Inside the Client Experience Report uncovers what clients really experience during accounting engagements. Built from anonymous survey data, this research reveals where firm-client alignment breaks down, what causes delays and rework, and what clients want moving forward.

Key findings:

• 75% of clients struggle to manage daily responsibilities during engagements

• 82% are frustrated by vague or time-consuming requests

• 62% report five or more communication breakdowns per engagement

Clients want clarity, responsiveness, and modern tools—including AI-assisted document handling. This report is a wake-up call and a roadmap for firms looking to reduce friction and improve collaboration.

This report gives firms a rare opportunity to hear unfiltered client sentiment and actionable steps to modernize their client experience.