Enhancing client experience and staff collaboration via the cloud

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In this third panel discussion as part of the Maximize Performance Webinar Series, we’ll take a close look at how firms can utilize cloud-based tools to enhance their client relationships and improve staff collaboration. By taking steps to learn about the tools available, you’ll set your firm up for productivity and efficiency gains that will translate into new revenues.

During this one hour CPE accredited session, our panel of esteemed experts will review how to put together a plan and implement processes that will:

  • Create additional engagements and revenue opportunities within your existing client base via data analytics.
  • Improve your ability to respond to client inquiries with 24/7 access to files and documents.
  • Enable staff to work from multiple locations and collaborate with their peers using the cloud and the latest mobile technologies.
  • Send and receive your clients’ personal and sensitive data via security best practices.
  • Increase billings and reduce tax prep costs by leveraging online payment capabilities and capturing document approvals via e-signatures.

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