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View Details/Register
View Details/Register
CPA - medium firm
Other
What is more painful than waiting on a client document so you can complete your work? Not being able to read the documents they have provided and getting to wait again! It is time to rethink your document exchange process. Reduce the effort and time required with ideas from this webinar while increasing your efficiency and effectiveness. Most importantly, your client’s experience with your firm will improve, your team members will be less frustrated, and the partners will see improved productivity, realization, and profitability. Doing document exchange right is the ultimate win-win-win!
Major Subjects Covered
- Understand what a document management system does and what it cannot do
- How can you save time when handling client documents bi-directionally?
- Minimize steps when sending documents to a client - every click counts
- Improve client experience
- Interact with clients year-round to maximize engagement and profits
Learning Objectives:
- Identify how to handle client documents efficiently at tax time to save hours per client engagement
- Demonstrate how to maximize efficiencies for tax practitioners and leverage practical tools to help you move faster
- Create year-round engagements with your tax-only clients
Randy Johnston
Network Management Group, Inc.
Founder & CEO
randyj@nmgi.com
(620) 664-6000 x112
Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 30 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2013. His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2013 Accounting Today's Top 100 Most Influential People in Accounting award for the tenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. In 2010, NMGI announced its national support of CPA firms. His wife and four children enjoy many experiences together including theatre, music, travel, golf, skiing, snorkeling, and model trains. Randy’s experience as a college instructor, management and technology consultant, and advisor to the industry will be obvious to you in today’s presentation.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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About Our Presenter