Course Description
We speak with thousands of accountants and bookkeepers every year, and the #1 complaint is that clients do not respond quickly to your requests. If you know how to call for the documents using the right technology then the clients not only pay attention but respond quickly as well – and the results are astonishing.Â
If you are like most firms, staff experience frequent breaks in workflow due to not having all the documents you need from clients. We’ve created this CPE webinar to help you optimize your process so that clients respond quickly. Â
This online CPE webinar
covers following key topics:
- Evaluate your current methods of requesting documents from clients
- Understand the role that technology plays in client response times.
- Learn key tips to help clients send you what you need, on the first request
- How to share a document securely on the fly from ANY accounting or tax system
This webinar is
well-suited for any accounting, tax, bookkeeping, or financial professional who
needs to exchange sensitive data with their clients and wants to make the
process secure, easy, and a seamless part of their client's day
Learning Objectives
- To evaluate your current methods of requesting documents from clients
- To explain the role that technology plays in client response times.
- To examine the key tips to help clients send you what you need, on the first request
Recommended For
- CPAs and Tax Professionals interested in growing their practice by improving their management skills
Who Should Attend?
- Accounting and audit managers/practitioners
- Auditors
- Bookkeepers & Accountants & Tax Preparers
- Certified Fraud Examiner
- Certified Management Accountant (CMA)
- Certified Public Accountant (CPA)
- Certified Senior Advisor
- Certified Valuation Analysts
- Chartered Professional Accountant
- CPA (Industry)
- CPA - Large Firm
- CPA - Mid Size Firm
- CPA - Small Firm
- Estate Planners
- Payroll Compliance Practitioner
- Young CPA
