Collecting documents from clients is one of the biggest struggles for accounting firms. Team members can spend up to 40 percent of their time chasing down clients for the same documents for the same information every week. Despite all this effort of constantly chasing down clients, team members often still can’t get certain clients to send in their documents. Therefore, work is delayed, causing an extensive backlog.

In this webinar, we discuss why firms struggle to collect documents and how they can easily overcome that struggle and save hours every week. Join this session and learn how to get client documents faster so your team can get their work done.

Learning Objectives: 

• Identify the main reasons clients don’t send you their documents on time 


• List the best channels and methods for requesting documents 


• Describe how to make it so easy that even your most difficult clients will send you their documents on time 


• Determine how to automate this process so your firm will never have to request documents manually again

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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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