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Accounting firm fixing data collection problems by implementing two-track systematic and strategic processes instead of getting data collection wrong

Why Most Firms Get Data Collection Wrong, Now Lets Fix It

  • by Clayton Wood
  • June 24, 2025June 26, 2025

Picture this: It’s Monday morning. Rachel, a practice manager in Toowoomba, opens her emails to find 47 client responses scattered across different platforms. Half are incomplete. Three clients have sent bank statements via email (security… Why Most Firms Get Data Collection Wrong, Now Lets Fix It

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