CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Modernize Your Firm And Win More Clients With Online Payments

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Before starting this self study program, please go through the instructional document.


  • How technology is revolutionizing business
    2 mins
  • People believe credit and debit are safer
    15 mins
  • What makes a great client experience it's frictionless.
    21 mins
  • Optimizing workflow and cash flow
    35 mins
  • Let the experts handle PCI Compliance
    39 mins

Course Description

For some industries like accounting, technology is a double-edged sword…! On one hand, it has become an essential part to successfully run an accounting business. On the contrary, it skyrocket client expectations and created numerous operating challenges and complications. With the challenges of the pandemic, the expectations from the client in terms of making the processes paperless and payment solutions have been very specific.

In this Business Organization and Management Online CPE webinar, the speaker Erika Segal will discuss the following key questions in this context:

  • How client expectations are shifting for CPA firms?
  • How does the technology continue to reshape the way professional services firms such as CPAs conduct business?
  • Why a modern payment technology is crucial to providing an exceptional client experience today?

These questions will cover the following Key Topics:

  • Technology is revolutionizing business.
  • The role of technology in delivering a great client experience.
  • Key costs of doing business in 2021.
  • Optimizing Work-flow and Cash-flow with a modern payment system.

This CPE/CE webinar will also shed light on how you can explore the ways online payments may help you streamline your workflow—and boost your cash flow.

Learning Objectives

  • To identify how technology continues to revolutionize business.
  • To discuss what it takes to deliver a great client experience today.
  • To recognize the changing costs of doing business in 2021 and beyond.
  • To identify how payment technologies help you optimize workflow and cash flow.

Who Should Attend?

  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Cloud Accountants
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • Young CPA







I thought it was a good experience full of information that I found useful for my job


Very professional webinar.


It's helpful but has little relation with my job.