Tech Tips for Small Firms to Improve Client Service Year Round (ACTT)


'
Discussion Leader
Will Almand


'
Discussion Leader
Nathan Mote

Registering...
{{ successMessage }}
{{ errorMessage }}




Tech Tips for Small Firms to Improve Client Service Year Round (ACTT)

Customer Rating

Field of Study

Information Technology

Level

Basic

Credits

1

Qualifies For

CPE

Overview

Providing the best possible service for your clients is a year-round responsibility. However, it can be challenging for small firms in particular to provide the same level of client support and attention as larger firms that have more staff and resources. Many partners feel tied to their desks, fearing that their absence could lead to clients not getting the level of service they expect.

In the face of these challenges, progressive, cutting-edge small firms are using technologies like portals, e-signature services and remote support tools to improve workflow efficiency and provide better client support even while out of the office. Learn more about what technologies you should be weighing at your firm to keep clients happy and stay competitive year round.

Major Topics

  • Client Service
  • Efficiency

Learning Objectives

  • Understand some of the most common workflow problems that uniquely face small firms year round
  • Cover the technology trends that are changing the technology landscape for accounting professionals
  • Learn about Citrix’s solutions for improving office efficiency and client service from anywhere
  • Keep apprised of how the technology landscape is evolving
  • Determine how “client service” expectations are changing, and how this is affecting small accounting firms
  • See how technology advances empower firms to service customers better than ever before

Designed For

CPAs working with small- and medium-sized firms

Prerequisite

None

Advanced Preparation

None


'
Discussion Leader
Will Almand


'
Discussion Leader
Nathan Mote

Registering...
{{ successMessage }}
{{ errorMessage }}