Every preparer wants to know what their clients think. The trick is how to find out. Processing Content William Keats, an Enrolled Agent at Keats Tax & Financial Service in North Merrick, N.Y., issues ...

For the past 11 years, Agili has conducted an annual client survey as a way to obtain valuable client insights and help us chart our path forward. Over time, we have observed an additional, somewhat ...

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them. I suggest sending all of your tax clients such a ...

Opinions expressed by Entrepreneur contributors are their own. Surveys are a great way to assess customer satisfactions, marketing channels, product potential, price ranges, website audiences, and ...

For most law firms, obtaining new work from existing clients is the most productive type of marketing. Therefore, more firms are developing and utilizing client surveys to obtain feedback about their ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

I own a market research company, so I understand the importance gathering data from your target audience and using that data in order to make product development, marketing and strategic business ...

Are there too many customer surveys? Do they improve service? Or are they - as we suspect - annoying for everyone ...