Curious how your clients really feel about the engagement process? We interviewed accounting firm clients to find out. The 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.