Growing your firm requires capacity, productivity and liquidity. And the best way to boost all three is by going paperless. Moving to digital processes can triple your processing capacity, increase worker productivity by 50%, and reduce storage costs by as much as 80% (Gartner, IDC)
Thanks to new technology, firms of all sizes now have the opportunity to work smarter, grow faster and go further. But running a paperless practice isn’t just about how you store documents. It’s about how you interact with your clients, the way you process information and even how you sell your services.
“When pitching a new client, we sell a paperless life audit defense, employee accountability, no more data entry, and seamless integration with your accounting,” explains Joe Montgomery CPA.
“The relationship with our clients has changed from being just the person who does their taxes and spits out a regular financial report that they never look at, to becoming their back office. It’s changing the game for our clients. And for us, Receipt Bank is saving us 25% of the time per client.”
In this webinar you’ll learn the key steps to put in place to run a paperless practice and the growth opportunities this creates.
You’ll learn:
Dext
Vice President - North America
415-924-3100
Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.
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Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.
Here’s a bit about our products and how they can help you:
Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.
Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.
Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.