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Intraprisetechknowlogies
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Free cpe webinars
Optimizing Your Firm’s Practice Management Technology and Software Integration

OPTIMIZING YOUR FIRM'S PRACTICE MANAGEMENT TECHNOLOGY AND SOFTWARE INTEGRATION

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 10, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Between client portals, time and billing, project management, workflow, and other practice management apps, managing an accounting firm’s tech stack can be a daunting task. Many vendors provide overlapping functionality, but how do you decide which apps are better or how do you even begin to figure out what integrates with what?

In this webinar, attendees will discover how to map out practice management process needs and figure out where to use integrations. Attendees will also experience how using a practice management suite can streamline these processes for smaller firms. 

Learning Objectives:


  • Identify key elements of an effective practice management solution

  • Define integration and customization within practice management software

  • Recognize potential risks associated with different approaches to integration

  • Determine strategies for creating a sustainable accounting firm

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Donny Shimamoto

IntrapriseTechKnowlogies LLC
Managing Director
[email protected]
(866) 737-9991 x7200

Intraprisetechknowlogies

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and innovation management for small businesses, middle-market organizations, and nonprofits.

Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount.
Donny also serves as an outsourced IT and Innovation "Partner" and advisor for local and regional accounting firms and internal audit departments that lack in-house IT leadership and IT audit expertise. He helps with IT risk assessments and IT advisory services, developing firms' innovation strategy, streamlining internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery.

Donny is a past chairman of the AICPA's Information Management and Technology Assurance Executive Committee and a former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2018, Top 100 Most Influential People in Accounting (2013 & 2014 & 2017) by Accounting Today. He received the 2009-2010 President's Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor's 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004.
 

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Basilpracticemanagementlogo

Alison Garcia is a driving force behind CoralTree's software portfolio, leading with a strategic vision that prioritizes customer-centric innovation. She is responsible for shaping CoralTree's product roadmap, ensuring that every feature and improvement is aligned with customer feedback and market demands.

Alison holds a Bachelor's degree in Business Marketing and a Master's degree in Business Management from California State University, Monterey Bay. Her leadership style is characterized by a strong focus on active listening, translating customer insights into actionable strategies. This approach drives continuous improvement in CoralTree's product offerings, ensuring they consistently meet and exceed market expectations.

 

About Our Sponsor

Basilpracticemanagementlogo
Experience refreshingly simple accounting practice management with a suite of features designed to streamline your workflow. Our platform includes a secure client portal for safe data exchange, comprehensive client data management for easy access to client details, eSignatures for quick document approvals, task and workflow management to keep your projects on track, and a virtual drive for all your storage needs. Additionally, we offer time tracking to monitor billable hours efficiently, customizable forms to fit your specific needs, CRM for maintaining strong client relationships, seamless billing to simplify your invoicing process, email integration to keep all communications in one place, and a calendar to manage your schedule effortlessly. Plus, with our mobile app, you can manage your practice on the go. Start your free trial today!