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CANCELLED: How using portals in your practice can open up big growth for you (17WS06-15)

Description

(This program is a webinar, audio only with PowerPoint slides, no video)

CPAs can enhance their efficiency in providing the best service to their
clients by incorporating portals in their practices. Easy to use,
portals assist in improving regular communication, securing client data
and offering timely access to financial documents for top-quality,
accurate accounting services. This webinar will review best practices
from the top firms that have streamlined their workflow and improved
their service with portals and show participants how they can experience
similar success.

Learning Objectives
  1. The capabilities and benefits of today’s portals
  2. How to streamline onboarding of clients and employees
  3. How to automate signature collection without having to print and scan
  4. Ideas for sharing data while streamlining your workflow and working more efficiently
Course Level
Basic
CPE Field of Study
Specialized Knowledge and Applications*
1
Location
LIVE- ONLINE WEBCAST
Event Information
When
Sep 3, 2015
10:00 am - 11:00 am EST
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
1
Format
Webinar

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$100.00
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CANCELLED: How using portals in your practice can open up big growth for you (17WS06-15)


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