Content Provider
Artesani

Sponsored by
Lisciologo
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Free cpe webinars
Make 2022 the Year You Get Client Documents on Time

MAKE 2022 THE YEAR YOU GET CLIENT DOCUMENTS ON TIME

Available Date(s)
Friday, August 12, 2022: 11:00AM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

As a tax practitioner, you need a lot of information from clients in order to ensure their tax returns are accurate, but what happens if you can’t get the information you need? Clients are becoming increasingly creative with how they send documents to you. You have a secure system in place, but unfortunately many clients choose to bypass your portal entirely or ignore your requests until the very last minute. The result is that your team has to hound them repeatedly and look in so many places for documents that it's exhausting. It also causes late nights and a LOT of stress as well. There is a better way!

In this course, attendees will learn how the right tools and a different way of working can help you shift the relationship so clients respond quickly. If you make it easy for them, the rest just falls into place. Your team can move faster, your clients will be happier, and your relationship will change—no more chasing clients for documents. The best part is that no changes are required to your existing tax, accounting, or workflow systems!

Learning Objectives: 


  • Determine the accountant’s role in contributing to slow responses from clients

  • Recognize the impact of information exchange on the overall client experience 

  • Identify examples of tried-and-true methods (including the role that technology plays) to optimize the client experience for the benefit of both client and accountant

  • Evaluate a simple swap you can make now that will ensure you get client documents quickly

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Artesani

Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her small business clients grow their firms, thrive and become profitable.  Her specialty is working with attorneys, real estate clients and start-ups.

Lynda was recognized by Intuit and invited to be a member of the Intuit Advisory Council and the Intuit Trainer Writer Network.  Additionally, she is the first Expert Columnist for the QB Community forum.  She also co-admins a Facebook group with Matthew Fulton to help other business owners with QuickBooks, marketing, apps, workflow challenges and much more.  The group is called QB Community Live!

Originally from Rhode Island, Lynda relocated to Estero Florida.  She is a registered yoga teacher and teaches two classes per week.  Connect with Lynda on Facebook or Twitter @lynda_artesani and subscribe on YouTube at Artesanibookkeeping

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.