Imagine coming into your office each morning and discovering that your clients have responded to all of your requests for documents. Now your team can simply sit down and complete the work. Too good to be true? No. You can work productively and end each day with a feeling of accomplishment and satisfaction. That somewhat elusive feeling is called “Flow.” Sadly, many practitioners don’t even have the opportunity to experience it. Instead, their day is filled with interruptions, missing documents, and distractions that take them off the task at hand. Instead of flowing, their day feels more like a fast ride on a bumpy road. 

This webinar is designed to help practitioners understand common interruptions and time wasters that lead to stress and a lack of flow. We will also examine the root cause of these issues and present solutions to help address them. The best part is that no back-office software needs to be changed to benefit from these solutions. 

This presentation is for any accounting, tax, bookkeeping, or financial professional who needs to exchange sensitive data with clients and wants to make the process secure, easy, and a seamless part of the client's day.

Learning Objectives:

• Define the common barriers to working productively


• Determine the impact of different time wasters so that the biggest culprits can be addressed first


• Recognize how moving to a Client Experience 2.0 model can speed up client response times, alleviate staff stress, and create a feeling of Flow in your firm