about the training Event

Source documents, and other forms of business information, are the lifeblood of accountancy – essential to services like tax preparation, attestation, bookkeeping, and advisory. In today’s modern, cloud-first business environment, this problem should technically be solved (yes…intended double entendre). However, if you are like most accounting professionals, the “document deadlock” is creating extreme friction in your practice, straining client relationships, cutting into profits, and frustrating everyone in your practice. 

DO YOU STRUGGLE TO GET CRITICAL INFORMATION FROM YOUR CLIENTS? 

During this online training session, you will… 

  • Receive Joe Woodard’s 5 tips for fostering high-touch client relationships 
  • Discover technologies that modernize and mobilize your client interactions 
  • Explore ways to securely exchange and store login information between you and your clients 
Man in dark suite speaking from a lectern on a stage with a dark blue background.

Joe Woodard
Presenter