Today’s accounting and tax firms are constantly hearing a voice that demands they stay current with technology. This session will help firms differentiate between good, bad and best practices when implementing new technology. Specifically, technologies that help firms communicate, connect and collaborate with their clients. We will discuss how to improve information delivery, smooth client engagements and reduce tax season workload. Join us as we explore hosted portals, scheduling systems, document workflows and more during this informative session.
Learn what benefits portals provide and why they are more effective and secure than email.
Discover how implementation of new client facing systems increases client referrals.
Find out what clients want when connecting with their accounting or tax firm.
Michael Giardina is the Designer and Architect of the OfficeTools WorkSpace™ and WorkSpace™ Online software. Michael has owned a tax practice, worked for multiple firms and provided consulting to over 500 firms. Michael routinely speaks at Accounting & Tax Conferences and webinars on the benefits of technology and effective firm management. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado.
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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