Course Title
Course Description
Technology is an essential tool in every business, and being able to work remotely through digital tools and applications has become crucial for scaling and providing an optimal client experience. Changes to technology impact clients and many won't adopt changes as easily. In this webinar, you'll learn the different ways you can implement new technology into your business by developing a long-term strategy.
Learning Objectives
- Recognize the impacts of technology changes on your client experience.
- Identify how to help your clients adopt technology.
- Discover the different strategies to successfully implement new apps into your business processes.
Presenters
Edgar Espinosa, Senior Account Manager at TaxDome
Edgar is a Product Implementation expert, passionate about finding seamless and straightforward solutions for Tax & Accounting practices worldwide. He assisted 300+ firms over the last two years, helping implement new tools into their tech stack and developing superior digital processes and procedures. He’s dedicated to the end-user experience and inspired by the splendid results and growth he’s achieved working with hundreds of professionals in the industry.
Edgar is a Product Implementation expert, passionate about finding seamless and straightforward solutions for Tax & Accounting practices worldwide. He assisted 300+ firms over the last two years, helping implement new tools into their tech stack and developing superior digital processes and procedures. He’s dedicated to the end-user experience and inspired by the splendid results and growth he’s achieved working with hundreds of professionals in the industry.
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 month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minute per hour attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
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 a 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 will not be refunded.