CPA - medium firm
CPA - large firm
According to the Chase Digital Banking Attitudes Study, “consumers prefer mobile apps over computers” and “90% of consumers prefer to manage their finances all in one place.” The popularity of centralized mobile banking suggests that accounting firm clients want a similar experience for their taxes. This webinar will cover best practices for onboarding your entire client base—even those resistant to change—to a modern collaboration process.
Learning Objectives:
- Recognize how mobile devices are dominating global website traffic
- Determine how mobile apps have enhanced the customer experience in other industries
- Evaluate how TaxCaddy simplifies client engagement and improves response times
- Identify techniques to maximize technology adoption from your more stubborn clients
Carrie Bellinger
Thomson Reuters
Solution Consultant, Tax Workflow
[email protected]
Carrie is a Senior Solution Consultant with Thomson Reuters and has been with the company for over six years. Her main focus is tax and advisory and provides insights on software solutions to help improve client processes and automation. With over 30 years of experience in management, software delivery and process improvement, Carrie enjoys providing firms with product knowledge and software solutions to contribute to their success and growth.
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