There is no shortage of digital tools available for accountants and bookkeepers. Knowing what tool to use can be a challenge, with many things to consider. Knowing your client, their pain points and needs, ensuring both your firm and your client’s information is secure, and finding automation features to benefit you in the long run, are all important in this task. In this webinar, Tyler Hickman will go over the payment solution landscape and highlight possible solutions for many firms. He will discuss best practices to set up solutions to benefit your firm in the long run while pleasing and protecting your client's sensitive information while showcasing some of Veem's automation features.

Learning Objectives:

• Identify what tools are available to solve possible pain points to your clients and your firm


• Recognize the importance of cyber security and how a digital payment solution can help keep your firm and your client's sensitive information safe


• Determine the best practice on choosing the solutions that work best for your clients and your firm