Content Provider
Smartvault logo
Sponsored by
Lisciologo
Handout Materials
Presentation Slides
Free cpe webinars
Using Tech to Solve Pain Points and Thrive This Upcoming Tax Season

USING TECH TO SOLVE PAIN POINTS AND THRIVE THIS UPCOMING TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 18, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join SmartVault and Liscio to get exclusive insights from accounting peers on how they elevated their tech stacks to accomplish more with fewer resources and found huge time savings in their workflow—all while improving the way they exchange files with clients and keeping documents secure!

Learning Objectives: 


  • Determine the best way to exchange files with clients

  • Identify the best way to keep documents secure

  • Recognize how using technology can help a firm accomplish more and save time

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Smartvault logo

Daniel Fritz is the Director of Products at SmartVault. Daniel is in charge of driving strategic product decisions through customer interactions, cutting edge technology, and strategic partnerships.

Daniel brings more than 10 years of experience ranging from Sales and Marketing to Product Development across multiple industries in the technology space. Most recently, Daniel was Vice President of Products at Azalea Health, which is a rural focused SAAS electronic medical record that helps underserved healthcare providers improve patient care and profitability. Prior to Azalea Health, Daniel had the opportunity to work with some of the largest healthcare organizations in the world as the Product Manager of symplr, a leader in health care compliance and credentialing. At symplr, Daniel was recognized with the companywide (J.E.D.I.) award.

Daniel received his Bachelor’s degree and Health Information technology certification from the University of Texas at Austin.

Linkedin

Chris Farrell

Liscio
CEO
chris@liscio.me
(765) 566-7127

Lisciologo

Chris has spent his career working both as an accountant and with accountants. Chris started at Arthur Andersen and served as a public-company CFO prior to Liscio. For the last decade, Chris has worked with accountants to improve business operations, efficiencies and profits.

About Our Sponsor

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.