Content Provider
Teambrolin
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Free cpe webinars
Create a Consistent Client Experience That Delivers Maximum Efficiency

CREATE A CONSISTENT CLIENT EXPERIENCE THAT DELIVERS MAXIMUM EFFICIENCY

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 28, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Ensuring that you have the most efficient and consistent client experience possible will make your firm more productive and profitable now and in the future. It’s time to take control and maximize your processes and the right technologies to make it happen. Join Dawn Brolin, CPA, CFE, as she shares the exact process she uses to onboard her accounting and tax clients seamlessly and serve them with the highest level of efficiency possible. 

Dawn will show you exactly how she has set up her processes for client onboarding and communication, her document management tools and folder structures, plus her integrated technology environment that is the foundation of her client experience model that keeps her clients and her team super productive and satisfied. Register now for this hands-on webinar that will show you how using SmartVault and its powerful technology integrations will help you create a client experience that sets your firm apart and saves the sanity of you and your team all year long. 

Learning Objectives: 


  • Recognize how to create a collaborative client experience (CX) in the cloud

  • List the benefits of using a document management system that’s built for accounting firms as part of your client experience workflow 

  • Evaluate how to set up your folder structure for efficient document intake and management through the full client experience workflow, including real-life examples from Dawn 

  • Identify how to use the DocuSign integration in SmartVault as a productivity-boosting time saver for proposals, engagement letters, and tax returns

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.


For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.


Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”


As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.


Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.


Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.


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About Our Sponsor

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SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.