Embracing Innovation: Revolutionizing Client Experience in Accounting with Chris Farrell and Jackie Meyer

In the latest episode of The Concierge CPA Podcast, Jackie Meyer, CPA, sits down with Chris Farrell, CEO of Liscio, to explore the future of accounting technology and the evolving role of client experience in firm management. Their engaging conversation covers the transformation of tax firms through technology, the critical importance of streamlining workflows, and how accountants can reclaim work-life balance while boosting profitability. With insights on AI in accounting and best practices for implementing secure, efficient systems, this episode is a must-listen for accounting professionals eager to grow their firms and embrace innovation. Let’s unpack the key highlights from their discussion and discover actionable strategies for firm success.

You can listen to the full episode here, or on your favorite podcast platform.

The Best Workflow System for Accounting Firms

Jackie Meyer, CPA, President of TaxPlanIQ, and Chris Farrell, CEO of Liscio, delve into the pressing question: “What is the best workflow system for accounting firms?” Chris shares that the ultimate system prioritizes client experience. Despite advancements in accounting technology, many firms still grapple with fragmented communication through email, text, and outdated portals.

Chris emphasizes a seamless system akin to modern banking portals—a single, intuitive platform where clients can efficiently interact. For Liscio, this means centralizing client communication, document sharing, and secure messaging, all while saving firms hundreds of administrative hours.
Jackie complements this by stressing the need for firms to define their non-negotiables in a workflow system. Whether it’s a robust electronic organizer or easy integration with existing accounting software, success lies in systems that prioritize client experience while simplifying firm operations.

Transforming the Client Experience

The podcast addressed the long-standing stereotypes that often hinder collaboration between In accounting, client experience isn’t just a buzzword—it’s a competitive advantage. Chris points out that the “modern internet” has already transformed industries like banking, yet accounting lags in offering clients the seamless, user-friendly interfaces they expect.

Liscio bridges this gap by offering a customizable, branded client portal. Its features include:

• Easy document submission via mobile devices
• Secure business text messaging
• Automatic reminders for tax deadlines

By enhancing the client experience, Liscio frees firms from email silos and inefficient workflows, allowing staff to focus on high-value advisory services rather than administrative burdens.

The Role of AI in Accounting Technology

Both Jackie and Chris agree that artificial intelligence (AI) is poised to reshape the accounting profession. While AI excels at automating repetitive tasks like data collection and organization, its true potential lies in providing actionable insights to accountants.

Chris envisions a future where AI will summarize client communications, surface important trends, and assist firms in offering proactive advice. However, as Chris notes, security and privacy concerns must be prioritized when integrating AI into accounting systems. Firms need to be mindful of protecting client data while embracing these new technologies.

For firms hesitant to adopt AI, Chris suggests starting small. Subscribing to tools like ChatGPT or exploring AI-powered accounting platforms can provide early exposure to this transformative technology. As the cost of AI adoption continues to drop, the ROI for firms investing in AI will only increase.

Achieving Work-Life Balance in a Tech-Driven Industry

One of the most pressing issues for accountants is burnout, exacerbated by long hours during tax season. According to Chris, modern accounting technology can alleviate this strain. By automating administrative tasks and streamlining client interactions, firms can significantly reduce overtime while maintaining profitability.

Jackie adds that adopting a tech-forward mindset not only improves operational efficiency but also opens opportunities for meaningful client relationships. Accountants can transition from being data entry specialists to trusted advisors, fostering deeper connections with clients and improving job satisfaction.

Looking Ahead: How TaxPlanIQ Supports Firm Growth

The insights shared by Jackie and Chris underscore the importance of adopting innovative tools to stay competitive in the evolving accounting landscape. Tools like TaxPlanIQ align perfectly with this vision.

TaxPlanIQ enables accountants to turn tax planning into a scalable, high-value service. With features like curated tax strategies, IRS court case references, and custom-branded tax plans, the software simplifies the planning process while delivering measurable savings for clients.

As firms embrace AI and client-centric technologies, solutions like TaxPlanIQ can help accountants grow their revenue and improve client satisfaction. Ready to transform your firm? Sign up for a free demo of TaxPlanIQ today and take the first step towards a more efficient and profitable future.