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Free cpe webinars
Remote Client Experience Best Practices for Small Firms
Includes Demo
Business Management and Organization

REMOTE CLIENT EXPERIENCE BEST PRACTICES FOR SMALL FIRMS

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 21, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
Other
Course Description

Your online client experience is the new face of your firm. If your clients have trouble logging into your portal, send you passwords via email, ask you to resend documents, or are text messaging you, then this course is for you. Liscio is purpose-built to simplify the online client experience both for firms and their clients. In this course, you’ll learn how you can grow your accounting firm’s revenue by attracting and retaining the clients you want.

Learning objectives:


  • Learn how to profit from the shift to remote work

  • Understand how to reduce online client communication risks

  • Discover how to grow your practice by attracting a new generation of client

  • See how multiple software applications can be combined into one

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Chris Farrell

Liscio
CEO
[email protected]
(765) 566-7127

Lisciologo

Chris has spent his career working both as an accountant and with accountants. Chris started at Arthur Andersen and served as a public-company CFO prior to Liscio. For the last decade, Chris has worked with accountants to improve business operations, efficiencies and profits.

About Our Presenter

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.