Optimize Workflow and Gain Efficiency with Intuit Practice Management and Ignition
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IntuitBettyJo
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IntuitBettyJo
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Register for this webinar by following this link here.
Our speakers for this event are Heather Satterley, Clayton Crouch and Ryan Embree!
ABSTRACT:
This session will cover the tools to manage your firm’s communications and streamline your workflows to provide full visibility across your tax and accounting practice. Attendees will hear first hand how leading firms are more efficient than ever and are saving over 13 hours a week per employee.
By documenting, standardizing, and automating your firm’s most important processes, your team will have clear steps for the common tasks that are repeated from client to client, and job to job. Through critical integrations, automation, customized dashboards and templates, every team member knows exactly what they are required to do, for every single process, and have the ability to do so more consistently and more efficiently. Transform your firm by gaining total team alignment across your team so you can deliver on your goals as a firm.
Ignition alongside Intuit Practice Management, brings everything you need to optimize your workflow, engage clients and get paid effortlessly all in one place. From selling your services and creating digital proposals, to automated invoicing and payment collection. These tools will help you to power up your productivity and continue to build strong relationships with your clients.
By documenting, standardizing, and automating your firm’s most important processes, your team will have clear steps for the common tasks that are repeated from client to client, and job to job. Through critical integrations, automation, customized dashboards and templates, every team member knows exactly what they are required to do, for every single process, and have the ability to do so more consistently and more efficiently. Transform your firm by gaining total team alignment across your team so you can deliver on your goals as a firm.
Ignition alongside Intuit Practice Management, brings everything you need to optimize your workflow, engage clients and get paid effortlessly all in one place. From selling your services and creating digital proposals, to automated invoicing and payment collection. These tools will help you to power up your productivity and continue to build strong relationships with your clients.
LEARNING OBJECTIVES
By completing this webinar, you will be able to:
Optimize your workflows by implementing documented standardized processes through fully customizable templates for your firm to align your team, deliver on firm goals, and scale your practice
Apply insights on how a leading firm leverages the Intuit ecosystem and Ignition to power her practice
Automate common, time-consuming tasks by leveraging the tools within Intuit Practice Management and Ignition so your team can give your clients more attention and deliver higher quality services
Improve collaboration across your team by centralizing all clients and communications in one database and break free from email silos by directly integrating email into your workflow
Discover additional integrations that connect Intuit Practice Management to provide a robust ecosystem of tools
WHO SHOULD ATTEND?
Accounting professionals who strive to create more value for their clients and greater profitability for their firm
Course Level: Basic
Course Length: 60 Minutes
Prerequisites: NONE
Delivery Method: Group-Live Internet
Field of Study: Management Services - Technical
Recommended CPE: 1
Recommended CE: 0
By completing this webinar, you will be able to:
Optimize your workflows by implementing documented standardized processes through fully customizable templates for your firm to align your team, deliver on firm goals, and scale your practice
Apply insights on how a leading firm leverages the Intuit ecosystem and Ignition to power her practice
Automate common, time-consuming tasks by leveraging the tools within Intuit Practice Management and Ignition so your team can give your clients more attention and deliver higher quality services
Improve collaboration across your team by centralizing all clients and communications in one database and break free from email silos by directly integrating email into your workflow
Discover additional integrations that connect Intuit Practice Management to provide a robust ecosystem of tools
WHO SHOULD ATTEND?
Accounting professionals who strive to create more value for their clients and greater profitability for their firm
Course Level: Basic
Course Length: 60 Minutes
Prerequisites: NONE
Delivery Method: Group-Live Internet
Field of Study: Management Services - Technical
Recommended CPE: 1
Recommended CE: 0
Event has ended
You can no longer attend this event.
Start:
Tue, Sep 20, 2022 02:00 PM CDT
End:
Tue, Sep 20, 2022 03:00 PM CDT
