CPE Webinar August 18, 2022: Increase Your Value as a Client Advisor
Receive 1 hour of free CPE credit for participating in this live webcast. Aug. 18, 2022 - 11am ET. Sponsored by Wolters Kluwer.
Webinar
CPE Webinar August 23, 2022: Tax Automation Tools that Make Staff Smile (and Stay!)
Receive 1 hour of free CPE credit for participating in this live webcast. August 23, 2022, 2pm ET. Sponsored by SafeSend.
CPE Webinar June 30, 2022: How to Enhance your Firm’s Technology Experience: Talent, Remote Work, Security and More
During this webinar, we will arm you with tips and best practices you can bring back to your firm to better support a flexible workforce, manage your IT security, and enhance your technology experience for both your staff and your customers.
CPE Webinar June 21, 2022: Embrace Automation, Empower Staff, & Reduce Frustration for Remote Clients
Don’t just check the box with the tools you own. Choose the RIGHT tools that don’t cause frustration. Making it easy is the key to retaining both valuable clients and staff!