Webinar (CAT): Automating Tax & Bookkeeping Client Collaboration Experience Lab

Description

For accountants to be perceived as business advisors they need to be readily reachable by clients, and exchanging files and information needs to be easy (yet secure). At the same time, accountants need to be able to separate from work, while making it seem like they’re always there when a client needs them. The answer to this dichotomy is a client portal solution that integrates workflow, communication, and file exchange. Attend this workshop to see how the next generation of client portal tools enables tax practitioners and bookkeepers to streamline collaboration with clients. Trial versions of three vendors’ platforms will be made available so that you can get a feel for what it is like to be both the client and the accountant using the platform and determine if any of them are a good fit for your firm and your clients.

Learning Objectives

·       Gain hands-on access to audit tools and see comparative results of how different audit tools process data that you may receive from a client.

Major Topics

Bookkeeping, client portal tools

Provider
Center for Accounting Transformation
Course Level
Intermediate
CPE Field of Study
Taxes
6
Who Should Attend

Tax practitioners, bookkeepers

Instructor(s)
Donny Shimamoto
Prerequisites

None

Advanced Preparation

None

Location
Webinar
Event Information
When
Dec 7, 2021
10:00 am - 4:00 pm MDT
Location
Webinar
Format
Webinar

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$150.00

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$300.00
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Webinar (CAT): Automating Tax & Bookkeeping Client Collaboration Experience Lab


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