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HOW TO TAKE YOUR CLIENTS' BOOKKEEPING PAPERLESS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 30, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

If you do bookkeeping for your clients you know the frustration of getting all their information in a timely manner. Taking your clients' accounting function paperless will dramatically improve YOUR firm's efficiency, productivity and profitability.

In this webinar you'll learn how to redesign your internal processes and leverage cloud technology to collect and process your clients' data in almost real time.

Learning Objectives

  • Benefits of going paperless

  • New process for efficient receipt of documents

  • Harness the power of web-based apps

  • Opportunities for serious scaling

  • New workflows to get the work done

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

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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

Dext col

Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.

Here’s a bit about our products and how they can help you:

Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.

Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.

Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.