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Make 2021 the Year you Get Client Documents on Time

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
Make 2021 the Year you Get Client Documents on Time

1 Credit

FREE

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 CPE credit for Certified Internal Auditors (CIA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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 the 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

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Practice Owners
  • Auditors
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Certified Valuation Analysts
  • Chartered Professional Accountant
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Tax Firm
  • Young CPA

Testimonial

4.3

(412)
50%
31%
15%
2%
0%

NLA

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!!

FL

Excellent info and apps that I may use next tax season to share a document securely on the fly from any accounting or tax system

JB

This was my first time ever learning about getting documents from clients on time. At some point, I did lose myself in the information because I was not familiar with this. I do, however, look forward to learning more about it.

EC

This was an excellent webinar to learn about the methods of requesting client documents from clients. I am grateful for this webinar and the presenter.

BP

I loved this presentation, she was upbeat and engaging. She was very knowledgeable about her business and she explained why she used certain software. I would be thrilled to attend any other webinars she presents

LG

The presenter was well prepared. Everything presented was easily understand and provide some great commentary and things we should think about