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| | | | | | | Enhancing client experience and staff collaboration via the cloud
Sep 26, 2019 | 2 PM ET/11 AM PT | | | | Hello John, | | | | In this third panel discussion as part of the Maximize Performance Webinar Series, we’ll take a close look at how firms can utilize cloud-based tools to enhance their client relationships and improve staff collaboration. By taking steps to learn about the tools available, you’ll set your firm up for productivity and efficiency gains that will translate into new revenues. | | | | During this one hour CPE accredited session, our panel of esteemed experts will review how to put together a plan and implement processes that will: | | | - Create additional engagements and revenue opportunities within your existing client base via data analytics.
- Improve your ability to respond to client inquiries with 24/7 access to files and documents.
- Enable staff to work from multiple locations and collaborate with their peers using the cloud and the latest mobile technologies.
- Send and receive your clients’ personal and sensitive data via security best practices.
- Increase billings and reduce tax prep costs by leveraging online payment capabilities and capturing document approvals via e-signatures.
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| Register Now |
| | Randy Johnson
CEO and Founder
Network Management Group, Inc.
and
Executive Vice-President
K2 Enterprises
(Speaker) | | | Michele A. Eid
CPA
Hall & Holden
P.C.
(Speaker) | | | Daniel Hood
Editor-in-Chief
Accounting Today
(Moderator) | | |
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| | | | | | | NASBA CPE Credit is being offered for this webinar.**
SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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** In order to qualify to receive the CPE credits you will need to attend and stay on the seminar for its duration, which is about 60 minutes. This seminar not approved for IRS CPE Credit.
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