We are in the midst of a once-in-a-century shift with how prospects and clients learn, research, and interact with accounting firms and tax advisors.
From remote work to digital transformation, the world as we know it is different. And no one is feeling this shift more than tax and accounting firms.
Companies like Pilot are not just trends—they are the new reality, offering a fully digitized client experience from first client touch to long lasting relationships and referrals.
And while most firms are busier than ever, it's not all good. All the busy work is taking you away from the most meaningful client relationships (that also pay good money).
So what ends up happening? You have no time for the work that matters the most: delivering world-class client services, expanding margins, and building a more profitable (less busy) firm.
In the meantime, the referral model has rapidly changed.
Clients are continually being referred to competitors for services they don't know you offer—in fact advisors usually lose out on about 80% of referrals because their clients can’t properly articulate the services their advisors offer.
This leaves an opportunity for smaller, more agile firms that want to build a fully digital practice that actually scales—no additional headcount required.
We've built the first Digital Front Office for Accounting & Tax professionals. It enables them to digitize their entire front office for prospects and clients while improving their client relationships and profitability.
See how our all-in-one, fixed price Digital Front Office replaces a bunch of apps and services such as content creation, email marketing, website design, real-time client communication, to-do lists, payments, and more.
Transform the way you find clients, work with clients, and get everything you need to get client work done.