Conference Kick-Off: Using Technology to Differentiate Your Client Experience

May 19, 2022, 11 AM EST

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Client expectations and compliance requirements for data security have changed the game when it comes to the way accounting firms need to serve their clients. Learn how technology is helping firms elevate their service level and create new efficiencies in key client-facing functions.

In this session you will learn:

The new shifts in client communication and expectations that firms need to be aware of to remain competitive.

How to address these new expectations from your first client interaction through the close of each engagement.

How technology can be integrated into your client-facing workflows to ease onboarding and client service issues and create an exceptional client experience.

New tools and technologies that support the transformation of the way you collaborate and communicate with clients.


Date & Time: May 18th at 10:00 am PST / 1:00 pm EST

Duration: 60 minutes

Instructor: Dawn Brolin, CPA, Sponsored by Liscio

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This session is designed for any accounting professional who wants a smoother and more productive relationship with their clients.  Dawn Brolin, CPA, is committed to making the changes in her firm to make the experience the BEST it can be – for both clients and staff. In this webinar, she will share her journey and the solution she landed on to make everyone happy.

When you have a poor client experience, it sets off a ripple that affects the entire firm. How frustrated are your clients?  What does this cause in terms of loss of productivity and increased frustration for your staff?  

Dawn’s firm uses a professional practice management/workflow solution to manage their workflow and tasks to accelerate productivity, collaboration and visibility.  However, clients struggle with email as a general rule (they ignore it, they can’t respond on the go, etc), and this led Dawn’s staff to have to do a lot of chasing for documents they needed. They were also drowning in email and had too many places to look for documents from clients. Dawn needed a solution that worked for CLIENTS who are on the go and do not have scanners or printers at hand, but that also worked for staff as well. 

Come and learn how she integrated a great team experience with a great client experience, to dramatically improve productivity and reduce frustration on both sides of the equation.



By completing this webinar, attendees will be able to:

  1. Identify current bottlenecks in their firm, including the issues that email causes
  2. Discover a tried and true solution to get clients to send documents on time and on the first request.
  3. Uncover easy ways to ensure each interaction between staff and client (and vice versa) is secure. 
  4. Learn how to create a single source of truth for all client communications, for staff.



Anyone who serves multiple clients and wants a smoother and more productive daily experience for both staff and clients.

Join Truly Financial for a LIVE webinar on Zoom! Come see how Truly Financial’s online banking system can help save you money, make payments and wire transfers faster, and make sure you get paid FAST!

Come join us on April 28, 2022 at 10am Central Time (US and Canada)

Register here: Click Here To Register

We hope to see you there!

Dawn Brolin, author of the new book, The Designated Motivator for Accounting Professionals, leads this strategy-focused session to help you implement key changes for more productivity and profitability this tax season.

In this session you will go through a reassessment process to help you determine the path for your firm moving forward, post-COVID, and in the face of ongoing changes for regulations and filings. We need to be sure we are prepared for whatever may come next. This will be an interactive session where you will use the time to lay out your firm’s business strategy and integrated technology ecosystem to become more profitable, more efficient, and most importantly, happier with your professional life this tax season and beyond.

Is tax season your firm’s major revenue generation source?

Are you looking for new opportunities to not only increase your profitability during the busy season but to make more money all year long?

Do you believe the only way to grow firm revenues during tax season is by adding additional clients and/or increasing your prices?

If you answered “Yes” to any of these questions, it’s time to re-energize your revenue generation approach this tax season.


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