HOTEL INFO

Crest Hollow Country Club
8325 Jericho Turnpike
Woodbury, NY 11797
(516) 692-8000

Tuesday, July 16, 2013

3:40 p.m. - 4:25 p.m.
Track: Tax & Technology View Track

CLIENT PORTALS AND COMMUNICATION

Michael Giardina CEO, OFFICE TOOLS PROFESSIONAL
Andrea Parness, CPA Owner, A. PARNESS COMPANY

Everyone knows the main bottleneck during tax season: getting information from clients. That’s why new tools and new approaches to communicating with your clients are crucial, and this session will share a host of successful ones.

 

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