Based on a survey of nearly 300 accounting professionals, the report uncovers the communication challenges that accountants face, with document collection topping the list. A striking 69% of firms report delays in receiving necessary documents, while 64% struggle with scope creep and 46% with setting client expectations. These obstacles underscore the need for streamlined, strategic communication to avoid lost time, missed deadlines, and dissatisfied clients. 

The report doesn’t just outline the problems; it highlights the solutions that are making a difference. Firms leveraging technology, such as client portals and workflow automation, are seeing impressive results: 80% experience notable time savings, and 61% report enhanced client communication. Yet, surprisingly, less than a third of firms are fully utilizing tools like CRM systems or automated reminders—revealing a significant opportunity for those ready to invest in technology. 

With this report, accountants and bookkeepers can benchmark their communication practices, adopt proven strategies, and implement tools to boost efficiency and client satisfaction. Download the full 2025 Industry Trends Report to learn how top-performing firms are overcoming communication hurdles and preparing for a successful year ahead. To learn more about accounting trends and best practices, visit Woodard to learn more.