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Start Date:9/20/2022
Start Time:2:00 PM CDT
Duration:60 minutes
Abstract:
This session will cover the tools to manage your firm’s communications and streamline your workflows to provide full visibility across your tax and accounting practice. Attendees will hear first hand how leading firms are more efficient than ever and are saving over 13 hours a week per employee.
By documenting, standardizing, and automating your firm’s most important processes, your team will have clear steps for the common tasks that are repeated from client to client, and job to job. Through critical integrations, automation, customized dashboards and templates, every team member knows exactly what they are required to do, for every single process, and have the ability to do so more consistently and more efficiently. Transform your firm by gaining total team alignment across your team so you can deliver on your goals as a firm.
Ignition alongside Intuit Practice Management, brings everything you need to optimize your workflow, engage clients and get paid effortlessly all in one place. From selling your services and creating digital proposals, to automated invoicing and payment collection. These tools will help you to power up your productivity and continue to build strong relationships with your clients.
LEARNING OBJECTIVES:
By completing this webinar, you will be able to:
Optimize your workflows by implementing documented standardized processes through fully customizable templates for your firm to align your team, deliver on firm goals, and scale your practice Apply insights on how a leading firm leverages the Intuit ecosystem and Ignition to power her practice Automate common, time-consuming tasks by leveraging the tools within Intuit Practice Management and Ignition so your team can give your clients more attention and deliver higher quality services Improve collaboration across your team by centralizing all clients and communications in one database and break free from email silos by directly integrating email into your workflow Discover additional integrations that connect Intuit Practice Management to provide a robust ecosystem of tools WHO SHOULD ATTEND?
Accounting professionals who strive to create more value for their clients and greater profitability for their firm.
Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Management Services - Technical Recommended CPE: 1 Recommended CE: 0
If you're already registered for the Optimize Workflow and Gain Efficiency with Intuit Practice Management and Ignition - September 20, 2022 webcast, click below:
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Speakers
Heather Satterley Heather D. Satterley, CPA
Clayton Crouch Sr. Solution Specialist Intuit Clayton received his Master of Business Administration from the University of North Texas. He is a Senior Solution Specialist who supports the sales teams in the professional tax group, while hosting webinars and product demos for Intuit’s professional tax customer base. He is passionate about helping customers implement the right cloud-based solutions which allow them to grow and scale their business and power prosperity for their clients.
Ryan Embree Director of Partnerships, Ignition Practice ignition
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Optimize Workflow and Gain Efficiency with Intuit Practice Management and Ignition - September 20, 2022
Registration Is Closed
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