Offline Clients and Online Clients: Differences, Challenges, and Results - Sponsored by TaxDome
IRS Program #: n/a
CE: n/a
Speaker: Edgar Espinoza
Out of the different types of client relationships, there are two in particular that are completely opposite and it’s crucial for firms to understand the impact that each of these has on the future of their business. In this webinar, you’ll learn the meaning of Online and Offline client relationships, their main differences, the most common challenges you’ll face, and the possible results of leaning toward one or the other.
Learning Objectives
- Identify the impacts of building client relationships that adapt to your business goals
- Discover how to help your clients adopt technology
- Recognize how client relationships are simplified with online practice management solutions
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the following month after receiving the certificate, please contact NAEA at education@naea.org.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.