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042215 otp

AUTOMATING TAX OFFICE MANAGEMENT

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 10, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPractice Management (Management Advisory Services)
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Today more than ever, firms are trying to find a differentiator, an edge, a unique brand that elevates them over their competition. A new set of automated processes can be just the thing to set them apart, since simply offering tax return processing doesn’t make your firm unique. Instead, tax firms wanting an edge are automating their office management with new technology that gives clients a unique brand experience. This session will cover the myriad of options in new technologies, processes and methods of empowering tax practices.

Learning Objectives

  • Discover why firms are automating their tax practice with the latest technologies.

  • Learn what’s coming to the market place specifically for tax workflow improvement.

  • Find new ways to differentiate your firms brand with client focused improvements.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Michael Giardina

OfficeTools
EVP of OfficeTools Product

(661) 794-2220

Officetools

Michael Giardina is the Designer and Architect of the OfficeTools WorkSpace™ and WorkSpace™ Online software. Michael has owned a tax practice, worked for multiple firms and provided consulting to over 500 firms. Michael routinely speaks at Accounting & Tax Conferences and webinars on the benefits of technology and effective firm management. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado.

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Philip Phares

AbacusNext
Director of Education
[email protected]
(888) 667-8440

Abacusnext2

Philip Phares has worked in Information Technology since 2001 and has over 15 years of experience in instruction and training. As a small business owner he began working with Office Tools in 2010 as an IT consultant and support technician. Philip has been involved in the development of the current and future Office Tools Products and speaks regularly at National Summits and Conferences. Currently the Director of Education, he has consulted, trained and helped implement and apply best practices for hundreds of offices across North America.

About Our Presenter

Officetools
OfficeTools accounting practice management solutions give you everything you need to run your firm. Organize client data, track due dates, manage staff and workflow, automate billing, and take advantage of backoffice integrations to automate your practice, align your team, and delight your clients. Our extended product portfolio includes payment processing, cloud hosting, and document automation solutions designed to make work easier for your firm.