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INDUSTRY INTERVIEW: DAMIEN GREATHEAD ON PORTALS

Cost Free
Presentation Length 0.0 hours

Recorded DateOctober 28, 2013
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

CEO Michael Giardina interviews Damien Greathead of 2020 Group USA about client portals.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Michael Giardina

OfficeTools
EVP of OfficeTools Product

(661) 794-2220

Officetools

Michael Giardina is the Designer and Architect of the OfficeTools WorkSpace™ and WorkSpace™ Online software. Michael has owned a tax practice, worked for multiple firms and provided consulting to over 500 firms. Michael routinely speaks at Accounting & Tax Conferences and webinars on the benefits of technology and effective firm management. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado.

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Damien Greathead, MBA

Receipt Bank
Vice President - North America
damien@receipt-bank.com
415-924-3100

Receiptbank logo

Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

About Our Presenter

Officetools
OfficeTools accounting practice management solutions give you everything you need to run your firm. Organize client data, track due dates, manage staff and workflow, automate billing, and take advantage of backoffice integrations to automate your practice, align your team, and delight your clients. Our extended product portfolio includes payment processing, cloud hosting, and document automation solutions designed to make work easier for your firm.