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Self-Study CPE
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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HOW TO ONBOARD A NEW CLIENT TO YOUR ACCOUNTING FIRM
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WORKING REMOTELY: 5 STRATEGIES FOR SUCCESS
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MAKING THE HYBRID WORK MODEL WORK FOR YOUR FIRM
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Free cpe webinars
Client Onboarding the Dawn Brolin Way With Liscio and SmartVault

CLIENT ONBOARDING THE DAWN BROLIN WAY WITH LISCIO AND SMARTVAULT

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
Series: Bookkeeper
Course Description

In this session, Dawn Brolin, CPA, CFE, shares her step-by-step client onboarding process for three key client service opportunities—monthly accounting, tax preparation, and advisory service—using her onboarding technology linchpins, Liscio and SmartVault. 

During the session, you will learn Dawn’s approach to eliminating bottlenecks, cyber security risks, and the inefficiencies that reduce profitability during client onboarding. By leveraging two key players in her Team Brolin Starting Lineup Tech Stack, Liscio and SmartVault, Dawn will break down a practical onboarding process enabling you to take on more clients, in less time, while providing each one with an exceptional experience.

You will also see the exact client engagement and other templates that Dawn uses in her client onboarding process as well as how she uses specific technology tools to make the entire process streamlined, secure, and seamless. At the end of the session, you will have everything you need, step-by-step, to make client onboarding more efficient and your client experience even better in your firm.

Learning Objectives:


  • Identify the importance of having a tech stack that supports your client onboarding process and how it will benefit clients and your firm

  • Design a systematic, secure, and seamless client onboarding workflow starting with efficient and seamless communication and a secure, easy-to-implement document management system for the collection and organization of all necessary information

  • Give examples of the templates that are essential for implementing an efficient and effective client onboarding process

  • Evaluate your client onboarding workflow and tech stack to identify gaps that you need to solve for

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Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of  Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”

As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.

Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.

Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.

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Webinar Technical FAQs
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.
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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.

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About Our Sponsor

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SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.