When it comes to improving productivity in the accounting world, most services and software focus on the accounting work itself, but what about everything else? Where do you learn how to be efficient in administrative work, in client communication, and in collecting documents and statements from clients? This class goes back to basics and answers just that.  In this webinar, you will learn how to build a framework for all the 'other stuff' and learn best practices for increasing efficiency and productivity in your firm.

This webinar is well-suited for any accounting, tax, bookkeeping, or financial professional who needs to exchange sensitive data with their clients and wants to make the process secure, easy, and a seamless part of their client's day.

Learning Objectives:

• Identify common time-wasting traps that firms of all sizes fall into


• Assemble re-usable documents and repeatable processes that will contribute to your overall productivity levels


• Outline standard procedures that create a friction-free environment, with just the right balance between practitioner needs and client behavior