According to the Chase Digital Banking Attitudes Study, “consumers prefer mobile apps over computers” and “90% of consumers prefer to manage their finances all in one place.” The popularity of centralized mobile banking suggests that accounting firm clients want a similar experience for their taxes. This webinar will cover best practices for onboarding your entire client base—even those resistant to change—to a modern collaboration process.

Learning Objectives:

• Recognize how mobile devices are dominating global website traffic


• Determine how mobile apps have enhanced the customer experience in other industries


• Evaluate how TaxCaddy simplifies client engagement and improves response times


• Identify techniques to maximize technology adoption from your more stubborn clients