CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

REMOTE CLIENT EXPERIENCE BEST PRACTICES FOR SMALL FIRMS

4.4 (254)

Chris Farrell

Liscio

Thursday, September 03, 2020 | 11:00 AM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

employment law in a nutshell – guidance for your business

(1)

Jun 18, 2021 | 09:00 AM EDT View Details

irs tax practice & procedure introduction

Jun 18, 2021 | 09:30 AM EDT View Details

differences between ifrs and gaap

(4)

Jun 18, 2021 | 09:30 AM EDT View Details

addressing single audit quality in a covid-19 era

Jun 18, 2021 | 09:30 AM EDT View Details

advance irs learning: multiyear non-filing, criminal investigation, voluntary disclosure, whistleblower claims etc.

(2)

Jun 18, 2021 | 10:00 AM EDT View Details

tax strategies for real estate: crucial insights: acquisition and depreciation strategies

(5)

Jun 18, 2021 | 10:00 AM EDT View Details

keys to maintaining an effective and strong internal audit department

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

best tax return workshop on s corporation (1120s) - latest

(3)

Jun 18, 2021 | 10:00 AM EDT View Details

are you creating legal liability when you hire or recruit online? - covid -19 special

(37)

Jun 18, 2021 | 10:00 AM EDT View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

Jun 18, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jun 18, 2021 | 08:00 AM PDT View Details

comprehensive tax strategies & insights on real estate

(3)

Jun 18, 2021 | 08:00 AM PDT View Details

internal controls for businesses

(2)

Jun 18, 2021 | 08:00 AM PDT View Details

maximizing home office deduction (covid special - latest)

(7)

Jun 18, 2021 | 11:30 AM EDT View Details

Course Description

Your online client experience is the new face of your firm. If your clients have trouble logging into your portal, send you passwords via email, ask you to resend documents, or are text messaging you, then this course is for you. Liscio is purpose-built to simplify the online client experience both for firms and their clients. In this course, you’ll learn how you can grow your accounting firm’s revenue by attracting and retaining the clients you want.

Learning Objectives

  • Learn how to profit from the shift to remote work
  • Understand how to reduce online client communication risks
  • Discover how to grow your practice by attracting a new generation of client
  • See how multiple software applications can be combined into one

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • Cloud Accountants
  • Cloud Firms
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Innovation Manager/Director
  • IT Managers
  • Outsourced CFO
  • Practice Administrators
  • Staff of Accounting Firm
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Xero Advisor
  • Young CPA

Testimonial

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    [no_of_record] => 254
    [average] => 4.3622
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4.4

(254)
53%
34%
10%
2%
1%

AT

Very good.