Client experience assessment
TAKE ASSESSMENT >
BEGIN >
Take this quiz to reveal a specific aspect of the client experience that your firm should optimize, guaranteeing client satisfaction and positioning your firm ahead of its competitors.
Did you know that roughly 85% of lawyers surveyed expect to see greater collaboration and transparency between firms and clients in the future?*
Navigating tomorrow:
*Sources: 2022 Wolters Kluwer Future Ready Lawyer Report, 2021 ABA TechReport
QUESTION 1
How satisfied are you with the client experience your law firm provides its clients?
Very satisfied
A
Moderately satisfied
B
Slightly satisfied
C
Not at all satisfied
D
QUESTION 2
What is the primary challenge your law firm faces when servicing clients?
Providing insight into matter status, task allocation, and financials
Ensuring clear and timely communication with clients
Equipping clients with a secure collaboration platform
Offering clients personalized services
QUESTION 3
How frequently do you provide clients with updates regarding the progress of their legal matters?
When requested by the client
On a regular basis weekly, monthly, quarterly, etc.
When important matters arise which need immediate client attention
All of the above
QUESTION 4
What is your primary method of client communication?
Phone
Email
Instant messaging platform for example, Microsoft Teams, WhatsApp
Secure client extranet
QUESTION 5
What methods do your clients utilize to securely share their data and documents with your firm?
Cloud-based document management system for example, Dropbox, Google Drive, Microsoft OneDrive
A secure, cloud-based practice management portal
Other
QUESTION 6
How confident are you in your law firm's ability to uphold client confidentiality and ensure data privacy and security?
Very confident
Somewhat confident
Not very confident
Not at all confident
QUESTION 7
How does your law firm keep clients informed about their industry and other pertinent information?
Generic email newsletters
Personalized email newsletters
Generic blog posts
QUESTION 8
What features would you consider most valuable in a secure client extranet?
Private and secure communication methods
Real-time document collaboration tools
Client-centric personalization
24/7 accessibility for clients
can help elevate your firm’s overall client experience
Greater transparency
Improving client transparency will not only enhance the overall client experience but also build trust, strengthen relationships, and position your law firm as a beacon of integrity and reliability.
Dive deeper
Explore solutions
Ready to deliver a world-class client experience? See how it's possible with HighQ Client Portals.
Explore HighQ
Enhanced communication
Improving methods of communication will not only enhance the overall client experience but also foster stronger client relationships, build trust, and position your law firm as a leader in delivering exceptional service.
with clients can help to elevate your firm’s overall client experience
Collaboration
Streamlining methods of client collaboration will not only enhance the overall client experience but also strengthen client relationships, foster trust, and position your law firm as a leader in delivering exceptional service.
Personalization
Providing personalized services will not only optimize client satisfaction but also foster long-term loyalty and positive word-of-mouth referrals.
Unlock insights now
Learn more
Based on your responses, streamlining methods of client collaboration can help to elevate the overall client experience at your firm. Streamlining methods of client collaboration will not only enhance the overall client experience but also strengthen client relationships, foster trust, and position your law firm as a leader in delivering exceptional service.
Learn how to drive success through enhanced client collaboration
Explore strategies to elevate client transparency
Transparency
Based on your responses, providing clients with more transparency can help to elevate the overall client experience at your firm. Improving client transparency will not only enhance the overall client experience but also build trust, strengthen relationships, and position your law firm as a beacon of integrity and reliability.
Based on your responses, providing clients with more transparency can help to elevate the overall client experience at your firm
Lead the way
Empower and excel
Harmonious collaboration
Navigate uncharted territories with confidence. Checkpoint Edge opens doors to the latest tax research and expert insights, placing your firm at the forefront of understanding and action. Empower your team to deliver services that reflect the cutting-edge knowledge you possess.
Illuminate with insights
Amplify your decision-making prowess. The exclusive regulatory intelligence embedded in Checkpoint Edge equips your experts to dissect intricate tax terrains. Replace guesswork with informed choices, establish new benchmarks, and elevate your standing in the industry.
Intelligence unleashed
Witness synergy like never before. Information flows seamlessly through systems within Checkpoint Edge, fostering collaboration that's nothing short of harmonious. This teamwork enhances compliance endeavors, ensuring precision that meets the highest standards.
Precision in unity
Dive into our subscription plans tailored to suit your firm's needs. Whether you're considering a full-scale integration or want to start with a day pass, we have options that align with your journey.
Explore plans
Experience Checkpoint Edge firsthand. Download our free trial and unlock the power of informed tax solutions, exploring its features in your own time.
Try Checkpoint Edge with a 7-day free trial
Deepen your knowledge with our white paper, "Why Tax Technology is a Game-Changer for CPA Firms." Discover how technology is reshaping the industry and gaining a competitive edge.
Unlock additional insights
Delve into our innovative approach to AI and witness how Checkpoint Edge plays a pivotal role in shaping tomorrow's tax landscape.
Discover AI and Checkpoint Edge
Prepare to embark on a journey of transformation and excellence with Checkpoint Edge. Your path to empowered tax solutions begins now.
Next steps
Compliance and automating day-to-day work
Welcome to a realm where compliance meets efficiency: GoSystem Tax, SurePrep, and ONESOURCE Income Tax with Tax Provision. These solutions can redefine how you manage the complexities of compliance and daily operations.
GoSystem Tax
SurePrep
ONESOURCE
Streamline tax return preparation and calculations, reducing errors and saving time. This comprehensive web-based solution not only frees you from IT maintenance burden but also seamlessly integrates with other best of breed applications, allowing you to automate diverse tax compliance needs across all entity types.
Transformative efficiency
Future-proof Report
Compliance and automating redundant day-to-day work
Discover your path to operational excellence
Propel your productivity by automating tax document assembly and organization, significantly reducing manual workload. SurePrep introduces innovative ways for your clients to provide crucial tax information, while concurrently streamlining your staff's ability to integrate this data into your chosen tax compliance platform.
Automation redefined
Handle complex tax calculations and review with greater efficiency and precision, ensuring compliance and accuracy. Designed with an emphasis on serving large corporate multinational engagements, ONESOURCE Income Tax stands as a reliable choice. When paired with ONESOURCE provision, you can easily utilize our “provision to return” automation tools, effectively reducing redundant efforts.
Income Tax and Tax Provision: Navigate complexity with confidence
why ceros
Discover how Anderson Tax increased efficiency and profitability with GoSystem Tax.
Read about Anderson Tax success
Explore SurePrep's integration with Thomson Reuters® GoSystem Tax to discover how it automates the 1040 process and boosts your firm’s productivity and profitability.
Learn how SurePrep enhances efficiency:
Prepare to embark on a journey of operational excellence. With these solutions, your firm's compliance processes and daily operations will be streamlined, efficient, and primed for success.
Dive deeper into the features and benefits of GoSystem Tax to see how it can reshape your tax preparation process.
Learn more about GoSystem Tax
ONESOURCE Income Tax. Explore its capabilities and the confidence it brings to intricate tax scenarios.
Learn how ONESOURCE Income Tax works
Get the full report
Elevate your firm's capabilities in handling 1040 returns and outsourcing with transformative solutions that redefine client interactions, document management, and communication: • GoFileRoom: A robust cloud-based document management system ensuring security, managing permissions, and implementing retention policies. • HIGHQ: Experience centralized, customizable collaboration for clients and staff, streamlining document sharing and communication. • Tax Caddy: Shift to a modern platform with a client-focused solution automating data acquisition, simplifying the process.
Expert insights with Checkpoint Edge
Discover your path to informed tax solutions
Expert insights
Discover your path to enhanced client engagement
Enhanced client engagement
Unlock personalized results with insights and resources now.
Enhanced client engagement solutions
Welcome to a world where client engagement is elevated to new heights: GoFileRoom, HIGHQ, and Tax Caddy. These solutions redefine how you connect with clients, manage documents, and streamline communication. If your firm maintains a substantial presence in handling 1040 returns or is contemplating outsourcing, these solutions can elevate your capabilities:
GoFileRoom
HIGHQ
Tax Caddy
A cloud-based document management system with an open infrastructure and API connectivity, ideal for ensuring security, managing permissions, and implementing retention policies—an all-encompassing DMS solution.
Unlock the power of seamless document management
HIGHQ offers a centralized and customizable client and staff collaborative experience, seamlessly integrated with your firm's identity. Foster efficient collaboration and seamless document sharing with both clients and team members, enhancing the outsourcing and communication processes.
Experience collaboration like never before
An essential client-focused solution, enabling a seamless shift to a modern platform that automates data acquisition, simplifying the process of gathering vital information from your clients.
Transition into the future of client interaction
Immerse yourself in a demonstration of GoFileRoom's capabilities. Explore its features firsthand to understand how it can revolutionize your document management.
Watch a GoFileRoom demo
Delve into the world of HIGHQ's centralized collaboration. Discover its features and advantages in enhancing communication and client interaction.
Learn More about HIGHQ
Learn why Tax Caddy is the modern choice for enhancing client experiences. Uncover its benefits and how it simplifies data acquisition.
Explore the benefits of Tax Caddy
Prepare to embark on a journey where client engagement is taken to the next level. With these solutions, your firm's client relationships, document management, and communication practices are primed for transformation.
Unlock a world where operational excellence meets streamlined efficiency. Refine your firm's operations to enhance productivity and accuracy with these solutions: • APIs: Seamlessly integrate systems, minimizing manual data entry and boosting efficiency across your processes. • FirmFlow: Elevate your tax workflow with comprehensive solutions designed to minimize inefficiencies and ensure consistent procedures. • SurePrep: Streamline tax document assembly and organization, simplifying each step and enhancing overall efficiency.
Discover your path to streamlined processes
Streamlining processes and workflow efficiency
Get personalized results with insights and resources now.
Welcome to a realm where refining processes and optimizing workflow efficiency is at the heart of transformation: APIs, FirmFlow, and SurePrep. If your firm is focused on refining your processes and optimizing workflow efficiency, these solutions can help you standardize and enhance your operations:
APIs
FirmFlow
Seamlessly integrate with your existing systems and applications, reducing manual data entry and improving overall efficiency. This integration reduces the need for manual data entry and enables smoother communication between different software platforms, enhancing overall operational efficiency.
Elevate your tax workflow with a comprehensive solution. By automating various stages of the tax preparation process, FirmFlow ensures smoother data handling, accurate calculations, and consistent procedures. This results in improved productivity and a reduction in potential errors, allowing your team to focus on more valuable tasks.
Automate and standardize tax document assembly using SurePrep, a solution that simplifies the collection and organization of tax information. By automating the compilation of necessary documents and data, SurePrep minimizes the need for manual effort and reduces the risk of errors. This standardization ensures that each step of the process follows consistent procedures, enhancing overall accuracy and efficiency across your tax workflow.
Explore the spectrum of available APIs and their future roadmaps. Discover how they can revolutionize your system integration and operational efficiency.
Explore available APIs and Roadmaps
Immerse yourself in a live demonstration of FirmFlow's capabilities. Experience firsthand how it redefines tax workflow and minimizes inefficiencies.
Watch a FirmFlow demo
Explore how SurePrep automates tax document assembly, enhancing standardization, and overall efficiency.
Discover SurePrep's advantage
Discover how automation can revolutionize your tax practices. Learn from industry experts about the potential for efficiency gains and cost savings through holistic automation.
Explore the automation opportunity
Unleash the potential of your firm with our cutting-edge solutions. Elevate your operations, redefine client engagement, and stay ahead in a rapidly evolving landscape.
Seamless integration for efficiency
Elevate your tax workflow
Automated standardization
QUESTION 9
How important is it for your firm to have access to a cloud-based tax solution that allows real-time access to tax data from anywhere?
Extremely important, remote accessibility is a priority.
Preferable, but not a strict requirement.
Not necessary, on-premise solutions suffice.
What are the major pain points your tax and accounting firm encounters during the tax season?
Difficulty in maintaining data accuracy and integrity.
Challenges in meeting tight tax filing deadlines.
Limited access to expert tax research and updates.
Difficulty processing K1/K2/K3 information
Stay ahead of the curve by staying informed. If your firm craves up-to-date insights on regulations and values easy access to crucial information, then Checkpoint Edge can be a valuable resource.
• Stay current with real-time tax research and expert insights. • Navigate the complex tax landscape and make confident decisions. • Elevate your knowledge to offer top-tier services. Ready to unleash the power of Checkpoint Edge? Get your personalized results now, complete with additional insights and resources. Dive into the details of Checkpoint Edge and discover your next steps towards transforming your firm.
Making Progress
Advisory Progress Report
Based on your responses, your Advisory Progress Report indicates you are making progress in your advisory journey. You have taken impactful steps to integrate advisory into your accounting firm and your client relationships. Although, it's possible you feel there is more to do to be compensated for the value you bring and to continue structuring advisory across the firm. To progress further in your journey, we recommend that you check out one of our popular Thought Leadership events, Partner Summit and Advisory Symposium, to learn the steps you need to take to redefine your business model and hear the perspectives our guest practitioners have gained over the years offering advisory services.
Based on your responses, your Advisory Progress Report indicates you are making progress in your advisory journey. You have taken impactful steps to integrate advisory into your accounting firm and your client relationships. Although, it's possible you feel there is more to do to be compensated for the value you bring and to continue structuring advisory across the firm. To progress further in your journey, we recommend that you check out one of our popular Thought Leadership events, Partner Summit and Advisory Symposium, to learn the steps you need to take to redefine your business model and hear the perspectives our guest practitioners have gained over the years offering advisory services. Through Practice Forward, you will have access to a wide range of resources, tools, and 1-1 consulting to help you get paid for your value and knowledge, offer proactive services that clients are looking for, and grow your accounting firm.
Learn more about Practice Forward
QUESTION 10
Are you seeking ways to streamline your tax provision and income tax processes to ensure accuracy and save time?
Yes, it's a top priority to enhance efficiency.
It's important, but not the main focus at the moment.
No, current processes are satisfactory.
Going Strong!
Based on your responses, your Advisory Progress Report indicates you are going strong in your advisory journey! Advisory has a solid presence in your firm because you understand that clients want your knowledge and expertise over just compliance transactions. As a firm who is going strong, you might enjoy attending one of our popular Thought Leadership events, Partner Summit and Advisory Symposium, for insightful workshops and ample networking opportunities with firms who value progression. As you continue to scale advisory across your firm, consider Checkpoint Edge for content, how-to guidance, and end-to-end processes that enables you and your staff to perform advisory services with confidence while adhering to professional standards. Practice Forward provides proven methodology, guidance, and tools that accounting firms need to develop and implement an advisory services approach to engaging clients.
Based on your responses, your Advisory Progress Report indicates you are going strong in your advisory journey. Advisory has a solid presence in your firm because you understand that clients want your knowledge and expertise over just compliance transactions. As a firm who is going strong, you might enjoy attending one of our popular Thought Leadership events, Partner Summit and Advisory Symposium, for insightful workshops and ample networking opportunities with firms who value progression. As you continue to scale advisory across your firm, consider Checkpoint Edge for content, how-to guidance, and end-to-end processes that enables you and your staff to perform advisory services with confidence while adhering to professional standards.
Which types of Tax Compliance work does your firm primarily handle?
Business tax returns (1120C)
Business tax returns (1065/1120S)
Personal income tax returns
Provisions
How important is it for your firm to stay current with evolving tax regulations and compliance requirements?
Staying up-to-date is a top priority for our firm.
It is important, but not the main focus.
It is considered, but not a major concern.
What is the size of your tax and accounting firm?
Small (1-10 employees)
Medium (11-30 employees)
Large (31-100 employees)
Extra Large (100+ Employees)
QUESTION 14
Does your firm utilize multiple staff when working with large engagements ?
No my tax software does not allow this.
We try but have some areas were editing the return at the same time is not allowed
We would love to better utilize our staff and work to create more focused employee expertise
We need to do a better job of ensuring we utilize our staff most efficiently to get our tax returns completed faster and more accurately.
Offering clients
On a regular basis
