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Tools, Technologies, and Processes: The Client Experience 2.0 Recipe


Available Date(s)
Friday, November 05, 2021: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

If you deliver Client Experience 2.0, you must use the right tools, technologies, and processes. While there is no single way to do any project, you should consider the best way to provide a CX 2.0 experience to your clients and your team. This course offers a cookbook of recommendations on selecting and building the right technology stack that works together for a seamless workflow experience. Considerations from workflow to document management to practice management are covered. This session will save you hours evaluating the options guiding you to the best solutions.
This webinar will cover major subjects including procedures that minimize steps when sending documents to a client -- every click counts. Attendees will also learn how to improve client and team experience CX2.0 Drives Firm Experience 2.0. We will discuss the pitfalls of email and multiple communications channels, understanding where Client Accounting Services and Advisory drive other services, and examples of tools like Liscio, SmartVault, Karbon, QBOA / Xero, and LivePlan.
Learning Objectives:

  • List a recommended tech stack and how projects flow from app to app

  • Identify what a document management system does and what it cannot do

  • Determine the security considerations of Client Experience 2.0


Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 30 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2013. His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2013 Accounting Today's Top 100 Most Influential People in Accounting award for the tenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications and the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. In 2010, NMGI announced its national support of CPA firms. His wife and four children enjoy many experiences, including theater, music, travel, golf, skiing, snorkeling, and model trains. Randy’s experience as a college instructor, management and technology consultant and advisor to the industry will be obvious to you in today’s presentation.

Additional Materials
Liscio Handout
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.