[Recording] Building Your Collaborative Client Accounting Ecosystem

A guided tour on integrating the right technologies to achieve ultimate workflow efficiency

Recorded February 6, 2014

This new educational webinar was designed by RootWorks CEO and CPA, Darren Root, and the profession’s leading cloud application vendors to step you and your bookkeeping staff through implementing a completely paperless, highly efficient client accounting system—the foundation for a true collaborative environment for your business clients. During this 90-minute session, we will identify the core technologies that comprise the ideal system and show you how they work together:

  • Hosted QuickBooks with Right Networks — the heart of the collaborative client accounting workflow.
  • Tallie — a powerful cloud-based expense reimbursement and approval application that offers tight integration with QuickBooks, Bill.com, and SmartVault.
  • Bill.com — a leading web-based A/R and A/P application that offers tight integration with the QuickBooks ecosystem.
  • SmartVault — a secure online file sharing and storage solution that supports a highly efficient workflow and seamless integration with QuickBooks and the ecosystem of third party productivity apps.

Based on the RootWorks business model for Next Generation Accounting Firms™, this event was designed exclusively for firm decision makers (partners) and bookkeepers.

Watch Today! This webinar is the first step in building your collaborative client accounting ecosystem.

Presented by M. Darren Root, CPA.CITP – CEO of RootWorks

Darren RootWith more than two decades working in the tax and accounting profession, Darren is a highly respected certified public accountant and a nationally recognized speaker. He is president of Root & Associates, LLC and co-authored The E-Myth Accountant, which was published in March 2011. Viewed as a technology and workflow expert, he is a frequent speaker at several conferences, trade shows, and industry-related events.