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Self-Study CPE
NEW CLIENT MAGIC
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AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
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OFFICETOOLS: DMS METHODS
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RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"
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OFFICETOOLS: ASK US ANYTHING
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OFFICETOOLS: PROJECTS TIPS AND TRICKS
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RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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EVOLVING COMMUNICATION THROUGH GROUP CHAT SOFTWARE
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Free cpe webinars
How to Increase Client Engagement and Happiness with the TaxJoy Platform

HOW TO INCREASE CLIENT ENGAGEMENT AND HAPPINESS WITH THE TAXJOY PLATFORM

Cost Free   CPE Credits 1.0 hour   Subject Area Computer Software and Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Course Description

This course will examine how using a simple secure communication platform both internally and externally can simplify and impact the way you do business with your clients and work with your colleagues. Learn how an All-In-One cloud-based communication software can help you save a lot of time and money. We will cover how you can leverage TaxJoy to securely collect information and documents, reduce email overload and how it can help fight client's procrastination.

Learning Objectives:


  • Why streamlined communication is essential in today’s world.

  • How automation can help you grow your practice.

  • How behavioral security can help secure clients’ data and files aren't compromised.

  • A Full Overview of TaxJoy Software.

Linkedin

Nadav Eylath

Taxjoy
CEO
nadav@taxjoy.com
(415) 800-4585

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Nadav is a startup builder, as the CEO and Co-Founder of TaxJoy.com, he is leading a team of exceptional tech executives that are building outstanding technology for accounting professionals. Previously, Nadav was the first employee at OrigamiLogic.com and first Advisor for HoneyBook.com and Peer5.com. Nadav is the founder and managing partner of Tank Hill Ventures where he led the series seed for Netlify.com and Disclosures.io.

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

NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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TaxJoy™ is the first secure communication and collaboration platform that radically simplifies the way accountants and their clients do business together. From collecting information and client documents via engaging interactive questionnaires to requesting payments and everything else in between. It is an essential tool for an accounting firm of any size.