2021 is the "Year of the Client"

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Join us for exciting events led by industry experts

Feb 

9

Women in Leadership: Balancing Competing Priorities

If you have ever felt overwhelmed by seemingly competing priorities, you are not alone. This practical webinar led by Damari Perez is designed to help you hone your leadership mindset when it comes to balancing competing priorities.

Watch Webinar

10 AM PST

24

Feb 

1 PM PST


Make 2021 the Year You Receive Client Documents on Time 

If you are like most firms, staff experience frequent breaks in workflow due to not having all the documents you need from clients. Join Lynda Artesani as she shares practical strategies to help you optimize your process so that clients send documents on the first request. 

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March

3

12 PM PST


How to Streamline Client Cleanup Projects

Come and learn practical tips from Michelle Vilms designed to help you streamline your client clean-up projects and maximize the chances of converting the best of these clients into ongoing monthly clients for your firm.

Register Here

March

24

12 PM PST


The Role That Technology Plays in Driving Growth in your Firm

Since your time is limited to evaluate new solutions, we invite you to join Chris Farrell from Liscio, and Daniel Moshe from Tech Guru, as they explore the various ways that technology can impact your firm’s ability to grow. You’ll come away with a solid action plan for how to streamline your tech stack and set your firm up for success in 2021 and beyond.

Register Here

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March

2

1 PM PST

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What is more painful than waiting on a client document so you can complete your work? Not being able to read the documents they have provided and getting to wait again! It is time to rethink your document exchange process. In this webinar led by Randy Johnston, reduce the effort and time required while increasing your efficiency and effectiveness.


Easy Document Exchange for You & Your Clients