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Remote is Necessary: But It Will Only Work if It’s Easy for You & Your Clients

REMOTE IS NECESSARY: BUT IT WILL ONLY WORK IF IT'S EASY FOR YOU & YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 2, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Coronavirus or no Coronavirus, the ability to run your practice remotely is a MUST. However, you, your team and your clients will ONLY adopt remote tools if they are SIMPLE & INTUITIVE. Join Kellie Parks, coach to accountants and bookkeepers, along with Victor Radzinky of TaxDome, as they describe the tools and practices that make it easy to go remote, fast.  


Learning Objectives:


  • How user-experience makes all the difference, for you, your staff and your clients.

  • How to utilize technology & avoid app overload

  • Overview of essential business functions, as well as ‘nice-to-haves’, and how to ensure you can operate at a high-level under ANY circumstances

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Victor Radzinsky

TaxDome
Chief Executive Officer
[email protected]
(646) 893-9173

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Kellie Parks

Calmwaters Cloud Accounting
Cloud Accounting Aficionado
[email protected]
(519) 658-1158

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Kellie loves working with SMBs to give them real time, useful financial data to run their businesses -- to make sound business decisions to help them grow and prosper in their business and in their lives. She is a Certified Professional Bookkeeper with the Institute of Professional Bookkeepers of Canada and currently sits on their Board of Directors.

About Our Presenter

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TaxDome is an all-in-one solution for tax and accounting professionals to manage their business. Manage your tax practice workflow, Project Management, Invoicing, Client Portal, Mobile App, E-Signatures, Website, Document Storage, and more.