Web Seminar

Selecting the right third-party apps for your accounting practice

Wednesday, May 15, 2024 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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Third-party apps have become increasingly important to accountant practices as firms build out tech stacks to support internal operations and nuanced client work best. However, choosing and evaluating the right apps for all stakeholders can be daunting. 

This webinar will cover the different types of apps, their functions, and the evaluation process for selecting apps. The panelists will provide tips and considerations for requirements gathering, shortlisting apps, and offer two evaluation methods - a baseline app evaluation and a more systematic, scoring approach.

Participants will learn how third-party apps can facilitate information flow, reporting, and compliance motions with the goal of as little manual intervention as possible. You'll also discover how to involve appropriate stakeholders in the selection process and learn how to set clear guidelines to identify the best app options for improving efficiency.

Register now to ensure you can cut through the options and select the right app-fit for your clients and practice. 

CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None

Speakers
  • Erin Hutton
    Partner Solutions Engineer
    Intuit
    (Speaker)
  • Robert Mings
    Solutions Architect
    Intuit
    (Speaker)
  • Jacient Tumacder
    Principal Solutions Engineer
    Intuit
    (Speaker)
  • Dan Hood
    Dan Hood
    Editor-in-Chief
    Accounting Today
    (Moderator)