During the session, you will learn Dawn’s approach to eliminating bottlenecks, cyber security risks, and the inefficiencies that reduce profitability during client onboarding. By leveraging two key players in her Team Brolin Starting Lineup Tech Stack, Liscio, and SmartVault, Dawn will break down a practical onboarding process enabling you to take on more clients, in […]
Resource Category: Events & Webinars
How to Use Smart Document Management to Create a Profitable Client Advisory Services Practice
Learn how to use a streamlined, strategic, and secure document management workflow to transform your compliance-based tax and accounting firm into a profitable advisory practice. In this session you will learn: How to identify, structure, and implement the transformational shifts you need to create the advisory service practice you want and your clients’ needs. Hands-on […]
Reassess Your Success for a Paperless, Productive and Profitable Practice
The post-tax season is prime time for learning about and implementing the new technologies that will help your firm achieve the highest possible levels of efficiency to drive productivity and profitability. Having the right infrastructure to support paperless document management is ground zero for advancing cyber security, workflow efficiencies, employee productivity, and client collaboration. In […]
Practice Priorities for Accountants
According to a recent survey by SmartVault, improving client communication, workflow efficiency and cybersecurity will be top themes for the majority of practices in the UK this year. As we continue to move through the year, now is the perfect time to refocus on your practice priorities and the next steps needed to evolve your […]
Seamless and Secure Client Onboarding for Accountants
Join Hannah Manohitharajah at TaxAssist Accountants Harpenden as she talks about how TaxAssist used Ignition and SmartVault to create an effortless and secure client onboarding experience. In this session you will learn how to: Use SmartVault & Ignition to improve your client onboarding workflow Create impressive client proposals in minutes that will win better clients […]
Managing Change for Your Clients and Staff
Whenever you make a change in your practice, from implementing new software to changing the way you exchange documents with your clients, it’s important to set your business up for success. Applying a streamlined change management process allows you get buy in both internally, but more importantly, externally with your clients. Join Carl Reader, chairman […]
How to Balance Offering More Specialized Services to Your Clients
Clients are looking more and more for a business partner or financial director relationship from their accountants (and bookkeepers), and in this even faster paced and unpredictable business environment we are increasingly expected to be able to help our clients make critical business decisions, fast. In this session we will discuss what services we should […]
Using Tech to Solve Pain Points and Thrive this Upcoming Tax Season
In this webinar, get exclusive insights from accounting peers on how they elevated their tech stack to accomplish more with fewer resources and found huge time savings in their workflow – all while improving the way they exchange files with clients and keeping documents secure! What to expect: We discuss various challenges firms are facing […]
Stop Chasing Clients for Documents with Liscio & SmartVault
What if clients sent you documents the first time you asked, with no nagging or chasing required? And what if these documents could seamlessly flow into your accounting and tax programs? How much better would your work life be? How much more productive could you be? How much more time could you spend with your […]
Supercharge Your Practice With the Right Tools
The rapid growth of technology has created new ways for accounting and bookkeeping firms to work and manage their practice. But in a sea of options, knowing what software to adopt, or how it contributes to your bottom line remains a challenge for most firms. Luckily, the solution is out there and ready to be […]
Power Up Your Practice: Maximize the ROI of Your Accounting Firm with a Best-of-Breed Tech Stack
The rapid growth of technology has created new ways for accounting firms to work and manage the practice. But in a sea of options, knowing which tech solutions to adopt, or how they contribute to your bottom line remains a challenge for most firms. Luckily, the solution and success story is out there and ready […]
Liondaris & Co: How I Streamlined My Firm’s Workflow
Join Christos Liondaris, founder of Liondaris & Co Accountants during this fireside chat, as he speaks to us about how he streamlined his firm’s workflow in order to be more efficient with his time, enabling him to grow his business. Find out why he moved to a paperless office, what software he used to improve […]
How to Move From Compliance to Advisory
Clients are looking more and more for a business partner or financial director relationship from their accountants (and bookkeepers), and in this even faster-paced and unpredictable business environment we are increasingly expected to be able to help our clients make critical business decisions, fast. In this session we will discuss what services we should be […]
Creating Your Strategy: Prepare, Reflect and Project
Prepare The best way to plan for a strategic session? Be strategic about it! In this session I will cover what I do to prepare for a really in-depth strategic session with myself, from deciding when and where I will hold the session, to the agenda I would prepare for myself, to what exercise I […]
How to Build & Streamline Your Client Onboarding System
So it’s busy season and new clients are coming out of the woodwork. Now what? Most successful accounting and bookkeeping practices focus on getting new clients. But what happens when they arrive? Your onboarding process is staring you in the face… and the new clients are waiting! In truth, effective and smooth onboarding starts well […]
Cybersecurity: “That Won’t Happen to Me!”
Cloud and mobile technology are integral parts our daily business and personal lives. As we embrace apps and electronic communication to get more done in ‘real time’ for ourselves and our clients, are we unknowingly exposing sensitive information that could trigger disaster? Cyber-crime is real, and it’s on the rise. As accounting professionals we are […]
Learn How To Use DocuSign with SmartVault
Join us to learn how to integrate DocuSign with your SmartVault account and create a fully automated, secure workflow for obtaining signatures. We’ll show you how to configure your account, set your preferences, and send a document for signature. During the one-hour session we’ll cover: Benefits of SmartVault’s enhanced integration with DocuSign How to create […]
IRS Regulations and Identity Theft – Are You Following The Rules & Are You At Risk
In this webinar, we will be discussing the importance of KBA’s and the regulations explaining why our role as practitioners has become critical. Identities, both personal and business, are valuable products for those who steal them and sell them or use them for their own benefit. But this conversation is much more than stealing identities. […]
How to Create the Ultimate Tax Workflow with Lacerte & ProSeries
While you’ve most likely heard about the benefits of an automated workflow, the key to see real results is an integrated workflow. If the apps you’ve chosen to automate specific tasks don’t talk to each other, you’re just creating more manual work for yourself. An automated and integrated workflow will not only increase the efficiency […]
Cybersecurity for Bookkeepers
As we continue to work more collaboratively in the cloud, cybersecurity is a growing concern for those entrusted with sensitive financial information. As a bookkeeper, you are especially at risk. Watch this on-demand webinar to learn how you can protect yourself and your clients online. You’ll learn: What is involved in cybersecurity and why bookkeepers […]