The Future of Client Expectations: Insights from 1,000 Taxpayers

What do clients really want from their accountants and tax professionals?

In this exclusive session, we will dive into a landmark industry report based on the responses of 1,000 US taxpayers. You will walk away with key insights about how expectations are shifting — from communication preferences and perceived value to loyalty drivers and technology demands. Whether you are looking to improve client retention, modernise your firm’s approach, or simply understand the mindset of today’s taxpayer, this session will offer practical takeaways you can implement right away.

Key topics

• What taxpayers really want (and what they don’t)

• How digital habits are reshaping the client experience

• Loyalty red flags: Why clients leave

• Actionable steps for firms to stay ahead

How TaxDome enhances your client experience

TaxDome is an all-in-one practice management platform, created by accountants for accountants. It integrates essential tools such as document management, client communication, invoicing, and CRM into a single, easy-to-use solution. Tailored to meet the specific needs of tax professionals, TaxDome helps firms operate more efficiently, stay organized, and grow their business with confidence.

TaxDome elevates the client experience by offering a smooth and secure way for clients to submit documents, communicate, and make payments. Features like automated reminders, digital signatures, and secure client portals ensure that communication is prompt and clear. Additionally, TaxDome simplifies the onboarding process for new clients, making it easier for them to get started with your firm. This streamlined approach not only enhances client satisfaction but also strengthens long-term relationships, contributing to the overall success of your practice.

All GGI members are welcome. Please do not hesitate to share this invitation with your colleagues who might be interested.

About the speaker: Petar Iliev

Petar Iliev is the Chief Revenue Officer at TaxDome. He has helped scale TaxDome to over 35,000 tax and accounting professionals and leads its global sales, marketing, and customer success efforts. Petar is known for turning data into strategy, and his work has empowered thousands of firm owners to adopt smarter, more scalable growth practices. With a background in product-led growth, partnerships, and education-first marketing, he brings a global perspective and a deep understanding of the evolving accounting landscape.

Ian Finnegan

Director

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