Date: May 16, 2023
Time: 12 – 1 p.m. PT
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.
1000002176-120058
Closed Captioning Available
CalCPA Members, Attorneys, Bankers, CPAs, Enrolled Agents, Financial Planners, Insurance Agents, Real Estate Agents, Professional Staff
None.
None.
This course was recorded on 5/2/2023. The instructor will be available via the chat feature to answer questions during the presentation.