Content Provider

Self-Study CPE
View Details/Register
View Details/Register
Highestrated myfirmsapp


Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Series: Bookkeeper 
Course Description

The way you and I, and your clients, conduct life has changed. Clients’ needs are evolving and technology is moving at breakneck speed – especially here in the US.

The pace of change outside of the profession has been so great, that now smartphone distribution in the US is at 90%, and 55-64yr olds are spending 70+ hours per month using Apps on smartphone and tablets; with 35-54yr olds spending 180+ hours pm!

A key question for firms of all sizes, across America has arisen: who owns the digital relationship with your client?

There are some enormous benefits to all the technology around us, and within the profession, but having the ability for your firm to be first in that digital relationship is vital – without that, you have no way to serve, control or benefit from today’s landscape.

This webinar is delivered by global consultant and member of the executive board at MyFirmsApp – Daniel Richards. His experience and insight on this subject, from working with small firms through to international giants, is unique in the profession today.

Together, we will see 7 practical ways in which thousands of firms – just like yours – are already benefiting from this change; and doing so without pain or disruption.

Learning Objectives

  • Understand what the mobile boom means for your firm and how you can response.

  • Learn how MyFirmsApp can help you increase engagement with your customers, improve retention and help you win new clients.

  • Find out how it can improve internal efficiency - saving you time, money, resources and deliver rapid ROI.

  • Discover the features and functionality in this live product demo.

  • Hear case studies from MyFirmsApp clients and what the app has meant for them.


Daniel is Head of Sales and a member of the executive team at MyFirmsApp – the global leader in Apps for CPAs, EAs and Tax agents. He is passionate about helping firms establish and maintain a key role in the always-on App environment which plays such an important part in our daily lives. Daniel has been involved in helping professional service firms grow and make the most of new techniques, strategies and technology for over 17 years. He is considered to be a thought-leader, is a renowned speaker, and is the go-to-guy for firms and professional bodies when it comes to Apps for professional firms. He has hundreds of testimonials from large and small firms alike, has presented to thousands of firms through the MyFirmsApp and webinars, and regularly speaks for the professional bodies and membership organizations.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

MFA is a fast-growing fintech company that has developed a flexible, powerful and feature-rich mobile platform App that can be branded and tailored for firms of accountants and other finance professionals around the world. Founded in the UK in 2013 by CEO Joel Oliver, MFA has rapidly carved out a significant presence in the global App marketplace. Already, they have created Apps for almost 1000 professional firms across the world. It is the only App in the world for professional firms that is fully compliant, approved and endorsed by many of the major accountancy bodies. The MFA App’s success is largely because it benefits professional firms on many levels. In a rapidly evolving business world, it provides firms with a sophisticated, customised and fully branded tool that gives firms an essential mobile presence on clients’ Smartphones and tablets; it is also a highly effective marketing tool, helping firms to quickly and easily impress potential clients.