Accounting Today Leveraging technology and embracing mobility to improve client service

Learn more with this web seminar.

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Leveraging technology and embracing mobility to improve client service
Aug. 22, 2017 | 2 PM ET/11 AM PT

Now more than ever, clients expect a lot from their tax professionals and business partners. Join us for this one hour webinar to understand why it’s so important to be proactive to your clients’ needs, and how you can do so by taking advantage of today’s integrated and mobile technologies. You’ll learn why taking steps to improve client service now will ultimately help you protect your brand, retain clients, attract new high value business, save time, and improve your bottom line. Not to mention improve staff morale, productivity and efficiency.

We’ll review how to take steps and implement processes to:

Increase the security of your clients’ personal and sensitive data via the use of secure portals
Improve your clients’ ability to provide their tax source documents and information securely and quickly
Save time, reduce payroll expenses and ensure staff concentrates on higher value tasks via scanning technologies
Increase billings and reduce tax prep costs by capturing document approvals via e-signatures

Moderator:
Dan Hood
Editor in Chief,
Accounting Today

Speaker:
Chuck Moss
Solutions Architect,
Wolters Kluwer

Speaker:
Gina Degnan
Product Owner, Portal
Wolters Kluwer

CPE Credit is being offered for this webinar.

SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

^{** In order to qualify to receive the CPE credits you will need to attend and stay on the seminar for its duration, which is about 60 minutes.}

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Customer Service: 212-803-8500

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