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