What’s the most underutilized tool at your firm? Collaboration. In this live webinar hosted by Rightworks and Canopy, we’ll show you how to create more connections—between your tech, your staff, and your clients.
Learning objectives:
- See how complementary tech can help improve efficiency and reduce risk
- Gain communication strategies to strengthen client relationships
- Discover essential security practices to protect client data and your reputation
- Review lessons from a firm owner who’s modernized his tech
Presenters: Derek Distin, VP Community Leader, Rightworks, KC Brothers, Director of Product Marketing, Canopy, Shane Moore, Owner & CPA, Gulf Coast Accounting & Tax, Matt Bennett, CPA, Annapolis Accounting Services, Ken Burton, CPA, Annapolis Accounting Services