How Leading Accounting Practices Set the Bar for Secure Client Communication

Learn how to manage sensitive client information & improve client communication.

with Kevin Reed

With the ever-increasing volume of emails and exchange of documents, the need for effective client communication has never been more important. Information needs to be easy-to-find and always accessible without compromising on the security and professionalism your clients expect.

By utilizing today’s technology, leading firms provide even more value to their clients by increasing efficiencies in their workflow so they can focus on higher value activities.

Join us for this 45-minute, interactive session where we’ll cover the latest developments from the practice community, including:

  • Best practices for managing sensitive client information
  • How leading practices leverage technology to improve client communication
  • A live demo of SmartVault, the leading provider of online document management and client portals built from the ground up for accountants
  • The current state of play of client communications

Plus, we’ll save time at the end for live Q&A with the presenters!

Can’t make the live session? Register anyway and we’ll send you a copy of the recording!

Kevin Reed
Practice Consultant
Kevin is one of the UK’s most senior accounting journalists. He has spent 18 years covering accounting and finance, including several years as editor of Accountancy Age and Financial Director. He has previously chaired and hosted the British Accountancy Awards on several occasions. His area of expertise is in small practice market developments.