Improve Client Service via Integrated, Digital Client Collaboration Tools

Complimentary Web Seminar
Available On-Demand
Brought to you by Accounting Today

Clients will expect a lot from their tax professionals and partners in 2016; more than ever, in fact. Join us for this one hour webinar where we’ll discuss the importance of being proactive to your clients’ needs by utilizing integrated technologies. Learn how improving client collaboration will not only save you time, but money and improve your staff productivity and efficiency.

We’ll take a look at why it’s important to:
  • 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.
Join our panel of experts to hear ideas on how you too can improve the service you provide to all your clients by taking advantage of the integrated, digital client collaboration tools and resources that are at your disposal.

Featured Presenters:

Moderator:
Dan Hood
Editor in Chief
Accounting Today
Speaker:
Mark Ryburn CPA, CITP, CDIA+
Product Line Manager
Tax Workflow
Wolters Kluwer Tax & Accounting US
Speaker:
Angela Askew
Product Line Manager
Tax Software
Wolters Kluwer Tax & Accounting US
Speaker:Anthony Brady
Product Manager
Tax Software
Wolters Kluwer Tax & Accounting US

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