Content Provider
Nmgi

Sponsored by
Lisciologo
Self-Study CPE
HOW TO CREATE THE ULTIMATE TAX WORKFLOW WITH LACERTE & PROSERIES
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Free cpe webinars
Handling Documents Efficiently at Tax Time: Save Hours per Engagement

HANDLING DOCUMENTS EFFICIENTLY AT TAX TIME: SAVE HOURS PER ENGAGEMENT

This webinar was formerly titled TIME SAVINGS MATTER: EASY DOCUMENT EXCHANGE FOR YOU & YOUR CLIENTS
Available Date(s)
Tuesday, February 01, 2022: 2:00PM EST
Tuesday, February 08, 2022: 1:00PM EST

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

The only thing more painful than waiting on a client document to complete your work is not being able to read the documents they have provided and waiting again while they resubmit them! 

It is time to rethink your document exchange process. Reduce the effort and time required with ideas from this webinar while increasing your efficiency and effectiveness. Most importantly, your client’s experience with your firm will improve, your team members will be less frustrated, and the partners will see improved productivity, realization, and profitability. Doing document exchange right is the ultimate win-win-win!

Major Subjects Covered


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

  • How can you save time when handling client documents bi-directionally?

  • Minimize steps when sending documents to a client - every click counts

  • Improve client experience

  • Interact with clients year-round to maximize engagement and profits

Learning Objectives:


  • Identify how to handle client documents efficiently at tax time to save hours per client engagement

  • Determine how to maximize efficiencies for tax practitioners and leverage practical tools to help you move faster

  • Identify how to create year-round engagements with your tax-only clients

Linkedin
Nmgi

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

NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Lisciologo
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.