Virtual
2023 CalCPA Technology Showcase Series: Showcase #1
Date: May 16, 2023
Time: 12 – 1 p.m. PT
Overview
Free to CalCPA members | $20 for nonmembers
Join CalCPA for an hour-long webinar featuring short demos from thought leaders in the CPA profession who will share how their technology solutions can innovate your work. Includes a Q&A with the presenter via chat. Grab your lunch and join us!
This session will feature:
• Shield IT presents meeting FTC safeguards requirements for CPA firms to stay ahead of the June deadline.
• Suralink helps firms automate the request list and document exchange process. During this webinar, you'll learn how Suralink can help you increase efficiency and improve the client experience while experiencing a live software demo.
• Canopy Tax will help you 'unclunk' your accounting firm and share the best document, client management, and workflow practices.
Register for more dates here.
Product Code
1000002176-120058
Accessibility
Closed Captioning Available
Intended Audience
CalCPA Members, Attorneys, Bankers, CPAs, Enrolled Agents, Financial Planners, Insurance Agents, Real Estate Agents, Professional Staff
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Sponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
Our Gold Partners
Additional Details
This course was recorded on 5/2/2023. The instructor will be available via the chat feature to answer questions during the presentation.