On-Demand Web Seminar  Taking tax prep to the Cloud for firm success, profitability and a better work/life balance

Hosted by Accounting Today

In this on-demand 2nd panel discussion as part of our Maximize Performance Webinar Series, we’ll take a look at how moving your tax preparation, compliance and workflow process to the cloud can help you strengthen firm performance across the board.

Our panel of esteemed experts take an in-depth look at how 24/7 anytime anywhere access to client files, source documents, tax returns and other important information will allow you to provide better service to clients who are expecting real time answers and a fast turnaround to their many requests. We also discuss how to implement and take advantage of...

  • Data analytics that help you identify new revenue generating activities that will help increase your bottom line.
  • Integrated mobile technologies that allow you to proactively improve client service and retain clients.
  • Advanced software tools that improve staff morale, productivity and efficiency.

Watch this 60 minute on-demand session and you’ll be sure to take away some best practices and new ideas that can lead to both immediate and future “wins” -- not to mention ongoing success and profitability for you and your firm.

Brian F. Tankersley, CPA, CITP, CGMA
Associate
K2 Enterprises
Speaker
Jessica Schulman, CPA
Member/Partner
Topel Forman LLC
Speaker
Dan Hood
Editor-in-Chief
Accounting Today
Moderator

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