Make 2021 the Year you Get Client Documents on Time

  • Accountant
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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. 

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.  

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

Course Qualification

Webinar Qualifies For

  • 1 CRE Credit for Certified Financial Examiner (CFE)
  • 1 CPE Credit of Accounting & Auditing for Certified Internal Auditors (CIA)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Lynda Artesani

Speaker, Liscio

Lynda helps small business clients grow, thrive and become profitable. She specializes in working with attorneys.


  • Member of the Intuit Trainer Writer Network
  • Alumni member of the Intuit Advisory Council.
  • Expert Columnist for the QB Community forum.
  • Co-admin of QB Community Live!

About Company

Liscio

liscio.me/

Liscio is the leader in online client experience software for accountants. Liscio combines messaging, file exchange and storage, electronic signatures, task tracking and more in a single application for both mobile and web. Liscio reduces both cost and complexity while improving security. 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

605 Ratings

Excellent

300

Very Good

199

Average

91

Poor

11

Terrible

4

NLA

Nora Lizzettee Atkinson

Mar 23rd, 2021

I find it very helpful when the presenters, as they did today, walk-thru actual examples of the topic. The presenters were not only informative but made the webinar fun too! Thank you!!

LO

Luise Odenheimer, CFE

May 26th, 2022

The Presentation topic was great and so were the slides. My only gripe was it was a rocky start. I had received multiple log-on link changes, there were audio issues from the presenter and other attendees not muted. From that perspective, very disorganized.

Anthony Surrette
Anthony Surrette, CFE

Jul 21st, 2022

I really liked the presentation and the speaker. The polling questions were a little overwhelming while trying to digest such a short course to begin with. Overall good experience

RZ

Ronald Zehnder, CPA (US)

Oct 29th, 2021

she certainly is an expert on this. she did a great job explaining the subject matter. this is a subject many CPAs have problems with.

CBP

Cynthia Boylan Pieja, CPA (US)

May 14th, 2021

If I weren't so intent on retiring soon, I would definitely be looking at this software/app.

Make 2021 the Year you Get Client Documents on Time

FREE

1 Credit

Subject Area

Business Management and Organization

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