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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
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:
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
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.
Speaker, Liscio
Lynda helps small business clients grow, thrive and become profitable. She specializes in working with attorneys.
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.
605 Ratings
NLA
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
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.
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
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
May 14th, 2021
If I weren't so intent on retiring soon, I would definitely be looking at this software/app.
1 Credit
Subject Area
Aug 22, 2022 | 09:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
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