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Self-Study CPE
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Paperlessplaybook receiptbank


Cost Free   CPE Credits 1.0 hour   Subject Area Business Management and Organization  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Course Description

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:

  1. The key mistakes firms make when going paperless and how to avoid them

  2. Your first steps to implement new, growth-driving processes

  3. The way to develop and productize technology-based services

  4. Best practices from the leading firms


Damien Greathead, MBA

Receipt Bank
Vice President - North America
(855) 969-5448

Receiptbank logo

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.

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 (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Receipt Bank's aim is to remove the burden that bills, receipts and invoices place on businesses. Working with bookkeepers, accountants and businesses directly, Receipt Bank has developed its software and service to make the gathering, storage and processing of bills, receipts and invoices as easy and as cost-effective as possible.