Next-level Accounting: Automating Daily Tasks For Enhanced Value and Client Satisfaction - Sponsored by TaxDome

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Description

Next-level Accounting: Automating Daily Tasks For Enhanced Value and Client Satisfaction - Sponsored by TaxDome
IRS Program #: n/a
CE: n/a
Speaker: Edgar Espinosa, Sr. Account Manager at TaxDome

By transitioning to a fully online and remote model, tax and accounting professionals can lower overhead costs, improve agility and responsiveness, and deliver an enhanced customer experience.

Join us to explore effective strategies for transitioning traditional business operations to online platforms, including digitization of paperwork, cloud migration, and workflow automation.

Learning Objectives:

Explore the advantages of online and remote tax and accounting models.
Discover automation strategies to enhance accounting tasks and value.
Digitize paperwork for streamlined operations and improved collaboration.
Gain insights into cloud migration for remote work, security, and scalability.
Unleash the potential of workflow automation.
Get practical advice on implementing automation solutions and overcoming challenges.
Engage in interactive discussions to exchange experiences and learn best practices for value enhancement through automation.

Contributors

Edgar Espinoza, 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.

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Description

Contributors

Edgar Espinoza, Senior Account Manager at TaxDome