Content Provider
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Sponsored by
Lisciologo
Self-Study CPE
QUICKBOOKS ONLINE PAYROLL: PART 1
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HOW TO CREATE THE ULTIMATE TAX WORKFLOW WITH LACERTE & PROSERIES
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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

Available Date(s)
Friday, December 03, 2021: 2:00PM EST
Friday, December 17, 2021: 1:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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

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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.

Frequently Asked Questions
  • 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

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.