CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

How to Make it Easy for Clients to Work with Your Accounting Firm

  • CPA (CA)
  • CMA
  • CPA (US)
Client Experience with accounting firms CPE Course

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Payroll Taxes and IRS Form Update for 2020 and 2021


Oct 26, 2021 | 01:30 PM EDT View Details

Economic Indicators– Gross Domestic Product (GDP)

Oct 26, 2021 | 01:30 PM EDT View Details

Accounting Automation Post COVID-19 and Beyond


Oct 26, 2021 | 02:00 PM EDT View Details

Fraud: Practical Approaches to Prevention & Detection


Oct 26, 2021 | 02:00 PM EDT View Details

Sales Tax Disputes- The Hearing Process & Getting Guidance


Oct 26, 2021 | 02:30 PM EDT View Details

Document Management: On-Premises or Cloud? Accounting & Tax Firms

Oct 26, 2021 | 03:00 PM EDT View Details

IRS Representation Series - Doing Offer-in-Compromise - How to Complete the Form 656 Application

Oct 26, 2021 | 03:00 PM EDT View Details

How to Streamline Client Cleanup Projects


Oct 26, 2021 | 04:00 PM EDT View Details

Investigating and Resolving Sexual Harassment Claims


Oct 26, 2021 | 04:00 PM EDT View Details

Salaried Means Exempt, Right? - Deciphering the Myths Surrounding Employee Classification

Oct 26, 2021 | 04:00 PM EDT View Details

Mastering IRS Representation


Oct 27, 2021 | 09:00 AM EDT View Details

Fundamental Concepts of Trusts & Estates for Planning & Compliance


Oct 27, 2021 | 09:00 AM EDT View Details

Best Workshop on Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)


Oct 27, 2021 | 09:00 AM EDT View Details

Building a Fundraising Board


Oct 27, 2021 | 09:00 AM EDT View Details

Budgeting and Forecasting

Oct 27, 2021 | 10:00 AM EDT View Details

Course Description

The oldest millennial turned 40 in 2020. They are not kids anymore and they expect their accounting firms to keep up with the times.  They don’t like email and they dislike technology that is not designed for their mobile devices.  So why haven’t firms evolved to meet their client’s expectations? 

Heightened competition combined with the removal of any home-town advantage means that firms who are able to make it drop-dead easy for clients of all ages to work with them (and still maintain a secure environment) will have an enduring advantage over firms who are still using traditional methods of working with clients. 

If this sounds daunting, it isn’t. The good news is that by making a very simple change in how you ask your clients to securely send documents to you, your firm can present a truly modern face to clients, and help staff get more work done at the same time.  

Come and learn in this online CPE course by Liscio how you can get clients to respond to your requests in as little as six minutes. Your staff will get more done, your clients will love working with you, and your firm will be positioned to thrive in 2021 and beyond.

Key topics covered in this online CPE webinar are:

  • What are the current trends in Client Experience, and how can accounting firms benefit?
  • What are clients of all ages looking for in terms of working with your firm?
  • How is ease of use for clients linked to staff productivity?
  • How can you easily arm your firm with the right technology?

Learning Objectives

  • To uncover the link between ease of use, and client response times
  • To delve into the differences and similarities between Millennial clients, and older generations
  • To evaluate how easy your firm is to work with, compared to other firms of similar size
  • To discover an easy and affordable way to get clients to respond quickly to requests for documents, without sacrificing security
  • To explore the software that drives Client Experience 2.0 firms

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Cloud Firms
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Staff of Accounting Firm
  • Young CPA





Great presentation of your product


Very interesting and definitely something that could be of value


one of the better webinar's i've attended over the last year or so. Well organized and instructors knew the material.


myCPE is great


great webinar


this was one of the better webinars. both presenters were very interesting.