Technology is transforming how firms do business, but that doesn’t mean you have to change everything at once. A few simple projects can keep your firm moving forward incrementally, so you can keep up with the changing landscape without overwhelming your staff. In this session, you’ll learn about straightforward stops you can take to improve you’re your firm’s efficiency, including:

· Reviewing and updating your document security policies
· Evaluating your paperless workflow
· Improving your client communication procedures
Find out what you need to do to make 2018 a transformative year for your firm!

Key Speakers

Damon Russel
Technical Product Manager - Workflow Solutions Tax and Accounting North America Wolters Kluwer
Brian Siet, CPA
Senior Manager, Strategic Relationships Wolters Kluwer Tax & Accounting
Kimberly Engstrom, CPA
Senior Manager Global Mobility Tax
Ranica Arrowsmith
Technology Editor, Accounting Today