Cracking the Client Data Problem: Creating a 24/7 Flow of Data

Don’t let clients make your life difficult!

In this unique webinar, experts from AutoEntry and Smartvault explain best practice data flows that are simple and easy to enact, while delivering transformational improvements for your practice.

You’ll learn how to ensure high-quality data flows to and from clients are quick, effective and seamless. As a result, chasing clients becomes a thing of the past, and you can respond near-instantly to any client request—from creating management accounts, to simply assisting with everyday queries. There’s even the potential to use this fast flow of data to create new service offerings that can empower growth and expansion.

In this webinar you’ll learn:

• The client’s lifetime touch points to target for fast high-quality data flows
• What an effective client-first approach to data tools looks like, plus the processes and habits that empower a real-time accounting methodology
• How to harness software that’s cost-effective to encourage fast data flows, and how to review your existing technology
• Planning around seasonality and crunch times to massively improve efficiency and save time and effort when both are in short supply!
• How to build all of this into a practice improvement plan that’s attainable and measured by genuine results.