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The Future of Tax Automation: How To Elevate Your Firm’s Client Service​

​​THE FUTURE OF TAX AUTOMATION: HOW TO ELEVATE YOUR FIRM'S CLIENT SERVICE​

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 7, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

Are you ready to revolutionize your accounting firm's approach to client service? Join our webcast to discover how streamlining individual tax returns can elevate your firm's client service to a new level. We'll cover essential topics, including practical strategies to meet clients' evolving needs, leveraging innovation for a better client experience, and how to provide more personalized client service. Elevate your accounting firm with adaptation, innovation, and personalization. Register now to revolutionize your approach and build stronger client relationships.

Learning Objectives:


  • Identify practical strategies to meet clients' evolving needs

  • Determine how to leverage innovation for a better client experience

  • Recognize the importance of providing more personalized client service

  • List methods to adapt, innovate, and personalize to elevate the firm's client service

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Cathleen Foley, CPA, MST is a Senior Consultant with SurePrep, part of Thomson Reuters. She has a Bachelors degree in Accounting with a concentration in Finance from La Salle University and a Masters degree in Taxation from Bentley College. She has over 25 years of public accounting experience with both national and regional firms. At SurePrep, part of Thomson Reuters, Cathy’s focus is providing workflow consulting, onboarding, training and building long term relationships with national level firms to ensure clients maximize the value of SurePrep products and services.

She has spoken at a number of national conferences including: AICPA Practitioners Symposium and Tech+ Conference, Digital CPA Conference, AICPA Tax Strategies for the High Income Individual, XCM User Conference, JHI IT Leadership & Emerging Leaders Conference and the Tax Transformation Summit.

Cathy is a member of the Mass Society of CPA’s, the Mass Society of CPA’s Tax Committee where she served as the Chair of the Technology Subcommittee, AICPA, South Shore Health System Charitable Foundation Board of Trustee and is a Past President Friends of South Shore Health System.
 

About Our Presenter

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Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit tax.tr.com.