CPAacademy.org | MAXIMIZE CLIENT ADOPTION OF YOUR FIRM'S 1040

Content Provider

Self-Study CPE

ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Maximize Client Adoption of Your Firm’s 1040 Technology Initiatives

Business Management and Organization

MAXIMIZE CLIENT ADOPTION OF YOUR FIRM'S 1040 TECHNOLOGY INITIATIVES

Available Date(s)

Thursday, May 30, 2024: 2:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Course Description

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

Carrie Bellinger

Thomson Reuters
Solution Consultant, Tax Workflow
carrie.bellinger@thomsonreuters.com

Carrie is a Senior Solution Consultant with Thomson Reuters and has been with the company for over six years. Her main focus is tax and advisory and provides insights on software solutions to help improve client processes and automation. With over 30 years of experience in management, software delivery and process improvement, Carrie enjoys providing firms with product knowledge and software solutions to contribute to their success and growth.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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About Our Presenter

SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. For more information visit www.sureprep.com.