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Connectingwithclients officetools

CONNECTING WITH CLIENTS THROUGH FIRM PORTALS, KIOSKS AND ESIGNATURES

Cost Free
Presentation Length 1.5 hours

Recorded DateFebruary 13, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaInformation Technology
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Today’s accounting and tax firms are constantly hearing a voice that demands they stay current with technology. This session will help firms differentiate between good, bad and best practices when implementing new technology.  Specifically, technologies that help firms communicate, connect and collaborate with their clients.  We will discuss how to improve information delivery, smooth client engagements and reduce tax season workload.  Join us as we explore hosted portals, scheduling systems, document workflows and more during this informative session.  

Learning Objectives

  • Learn what benefits portals provide and why they are more effective and secure than email.

  • Discover how implementation of new client facing systems increases client referrals.

  • Find out what clients want when connecting with their accounting or tax firm.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Michael Giardina

OfficeTools
EVP of OfficeTools Product

(661) 794-2220

Michael Giardina is the Designer and Architect of the OfficeTools WorkSpace™ and WorkSpace™ Online software. Michael has owned a tax practice, worked for multiple firms and provided consulting to over 500 firms. Michael routinely speaks at Accounting & Tax Conferences and webinars on the benefits of technology and effective firm management. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado.

About Our Presenter

Officetools
OfficeTools accounting practice management solutions give you everything you need to run your firm. Organize client data, track due dates, manage staff and workflow, automate billing, and take advantage of backoffice integrations to automate your practice, align your team, and delight your clients. Our extended product portfolio includes payment processing, cloud hosting, and document automation solutions designed to make work easier for your firm.