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Top Accounting Software to Unlock High-Value Client Relationships
Director, Customer Experience

Leighanne Murray

Director, Customer Experience

Top Accounting Software to Unlock High-Value Client Relationships

In today’s fast-paced world, accounting firms face a growing demand for automation and efficiency. Clients expect seamless solutions, and accountants need tools that saves time and also elevates the level of service provided. One such tool that’s transforming the industry is Remitian. It is an accounting software platform that has revolutionized how we handle tax payments, streamline workflows, and build stronger client relationships.

I had the pleasure to speak with Larry Hasson, CA, CPA for McIntyre & Associates Professional Corporation about how using Remitian has benefited his practice. After integrating Remitian into his firm’s workflow, he saw immediate benefits that allowed him to operate more efficiently and provide more value to their clients. Here is his listed benefits:

Why Remitian Is a Game Changer for Your Accounting Practice

1. Enhanced Client Retention and Referrals

Remitian helped us achieve something truly remarkable: zero churn among clients using the platform. After years of using it, clients have been consistently satisfied and, in fact, have referred their colleagues and friends. When clients are happy with the value they’re receiving, they tend to share their experiences — and this creates a ripple effect. Happy clients turn into loyal clients who, in turn, refer high-net-worth individuals seeking similar services.

This tool has elevated our practice by giving us the ability to manage tax payments effortlessly, creating more satisfaction across the board. As clients see their value for money, they’re more inclined to refer us to others, increasing our base of high-value clients.”

2. More Time for Strategic Work, Less Time Spent on Tax Payment Management

“Before Remitian, managing tax payments was a cumbersome task that took up valuable time. Our admin team would manually enter tax payments for each client, and I’d spend hours on the phone with the CRA (Canada Revenue Agency) to resolve payment issues. Now, with accounting software such as Remitian, we’re able to seamlessly sync client payments, significantly reducing manual data entry and human error.

For clients, the benefit is clear — they don’t have to worry about paying late or missing a payment, and we get more time to focus on higher-value services like tax planning, financial consulting, and personalized advisory.”

3. A Boost in Perceived Value and Revenue

Remitian has elevated the perceived value of our services. When clients know they’re getting comprehensive support — from tax planning and filing to payment management — they’re willing to pay more. This tool not only enhances customer satisfaction but also helps us charge more for the added value.

By automating tedious tax payment processes, we’re able to focus on higher-value work, charge premium fees for those services, and increase revenue overall. It’s been an essential part of our ability to serve higher-net-worth clients who simply want peace of mind that their tax payments are being handled efficiently.”

4. Seamless Integration with Existing Accounting Software

“Integrating the Remitian accounting software into our practice was easier than expected. While we initially had some manual steps, including logging in to various systems and tracking payments. Applying the integration with Remitian (and tools like Tax Cycle) made the entire process much more intuitive and streamlined. We were able to quickly adopt it into our ERP systems with minimal effort, and it’s now part of our regular workflow process.

This one-click synchronization saves us time and ensures accuracy, which in turn saves money and effort for our firm. With the tax payment schedule automatically synced to the platform, the risk of mistakes is minimized. Additionally, the clients don’t have to worry about late fees or interest charges.”

5. Accounting Software Automation Is the Future of Client Expectations

“As the next generation of clients enters the market, their expectations are clear — they want seamless integration, automation, and transparency. During a conversation with a partner at a firm, his son remarked, “Why wouldn’t the accountant handle tax payments for us?”. This perfectly reflects the shift in client attitudes. They expect their trusted advisor to handle every aspect of their financial affairs, including taxes.

In the next 5-10 years, this shift will become the norm. Clients will assume that their accountant is responsible for tax payment management, and firms that embrace this expectation early on will be ahead of the curve. By adopting Remitian now, you can position your firm as a leader in providing comprehensive, automated solutions that clients want and need.”

6. The Benefits of Being a Accounting Software Technology Leader

“Being an early adopter of new accounting software technology like Remitian gives you a competitive edge. By integrating it sooner rather than later, it allows you to benefit from:

First-mover advantage
Providing more value immediately to your clients, which can justify charging higher fees.
Feedback influence
Have a say in the features and functionalities that get added, tailoring the platform to your firm’s needs.
Elevating your brand
Position your firm as a technology leader in your market, which attracts higher-quality clients who appreciate innovation.

Remitian is the tool that makes life easier for both clients as well as accountants. The ability to automate and validate tax payments takes the stress out of the process for everyone involved. Clients are happy, the work is easier, and your firm can scale more efficiently.”

Ready to Transform Your Practice?

Request a demo today to see how Remitian can integrate into your workflow and help you unlock higher-value clients. You can also sign up now and get 5 clients for free to explore the platform and experience the ease of tax payment management for yourself.

Let’s elevate your firm together! Click here to request a demo or sign up today!

Streamline your tax processes with Remitian’s powerful tools — sign up to get started with 5 clients for FREE!

Exciting new features are on the horizon, including faster payment options, and accounting integrations that seamlessly connect Remitian with your favorite software.

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Streamline your tax processes with Remitian’s powerful tools — sign up to get started with 5 clients for FREE!