Advanced techniques to automate and standardize your workflow
December 10, 2020 | 2:00 p.m. Eastern Time | Presented by Jeremy Herbel and Clayton Crouch
This webinar will uncover how Intuit Practice Management allows firms to leverage technology to automate and standardize workflows so you can focus on your business and powering prosperity for your clients.
Take advantage of modern technology to automate common, time consuming tasks, so your team can give your clients more attention and deliver higher quality services. Implement standard operating procedures to optimize efficiency, while keeping everyone aligned to your firm’s goals from some of the industries leading firm’s best practices.
Register to learn how you can:
- Leverage the best tools for automation that should be part of every firm
- How to assess what areas of your workflow can be automated
- Automate data collection and reminders that helps reduce the “client chase”
- Access and use Intuit Practice Management's in-depth library of purpose-built templates
- Steps to personalize templates to suit your unique workflows, team and client