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    Client Retention

    What role does technology play in modern retention strategies?

    Technology for client retention in accounting firms enables consistent communication at scale, tracks satisfaction in real-time, identifies at-risk clients before they leave, and automates re-engagement.

    Technology enables consistent communication at scale, tracks client satisfaction in real-time, identifies at-risk clients before they leave, and automates upselling opportunities. Our High Level CRM integrates email marketing, SMS, client portals, and satisfaction tracking to create a comprehensive retention system that works 24/7.

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    What's a good client retention rate for an accounting firm?What are the most common reasons accounting firms lose clients?How does automation help with client retention?

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