Improving the client service experience via data analytics and collaboration tools
| | | | | | | Learn more with this web seminar. | | | | | | | |
|
| |
| | | | | | | Improving the client service experience via data analytics and collaboration tools
July 26, 2018 | 2 PM ET/11 AM PT | | | | | | Join us for this 1 hour webinar to understand why it’s so important to be proactive to your clients’ needs, how you can do so by taking advantage of data analytics, as well as today’s integrated and mobile technologies. You’ll learn why taking steps to proactively improve client service now will ultimately help you protect your brand, retain clients, and generate new business that will increase your bottom line. Not to mention improve staff morale, productivity and efficiency… | | | | We’ll review how to put together a plan and implement processes that will: | | | | Utilize data analytics to improve the client experience, as well as create additional engagements and revenue opportunities within your existing client base Increase the security of your clients’ personal and sensitive data via the use of secure portals Improve your clients’ ability to provide their tax source documents and information securely and quickly Save time, reduce payroll expenses and ensure staff concentrates on higher value tasks via scanning technologies Increase billings and reduce tax prep costs by capturing document approvals via e-signatures |
| Register Now | | | | | | Chuck Moss
Solutions Architect
Wolters Kluwer
(Speaker) | | | | | | Gina Degnan
Product Owner, Portal
Wolters Kluwer
(Speaker) | | | | | | Ranica Arrowsmith
Technology Editor
Accounting Today
(Moderator) |
|
| | |
|
| | |
| |
| | | | | | | NASBA CPE Credit is being offered for this webinar.**
SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
|
** In order to qualify to receive the CPE credits you will need to attend and stay on the seminar for its duration, which is about 60 minutes. This seminar not approved for IRS CPE Credit.
| | | | |
| |
| | | | | | | | ABOUT | CONTACT | PRIVACY | | | SourceMedia | One State Street Pl. 27th Floor | New York, NY 10004
Customer Service: 212-803-8500 | | | This email was sent to newsletter@newslettercollector.com because you are subscribed to Accounting Today Web Seminars.
Click Here to Opt-Out from this Web Seminar
Click Here to Update Email Preferences
Can’t see this email properly? View Online | | |
| |
|
|
|
- - - - - - - - - - - - - - - - - - - - - - - - - |
|
