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Cch engagedclient

KEEPING YOUR CLIENTS ENGAGED IN THE OFF-SEASON WITH CCH CLIENT PORTAL

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 30, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Series: CFOs and Controllers
Course Description

CCH iFirm Client Portal offers tax and accounting businesses a smarter way to communicate with clients. You can store, track and share documents in a very secure way while eliminating insecure emails and reducing print costs so you don't struggle through another tax season.

Discover the many benefits of streamlined document management, including:

Learning Objectives

  • Easily communicate with clients year-round

  • Securely share documents within your office and with your clients

  • Quickly see when documents were uploaded, downloaded and by whom for a transparent audit trail

  • Customize your Client Portal homepage with your branding, messaging and color scheme

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

Blake Floyd

Wolters Kluwer Tax & Accounting
Solution Architect, CCH iFirm
[email protected]
(847) 580-5000

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Blake Floyd has 8 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Sales Engineer. In his current role as a Solution Architect for CCH iFirm, his focus is on working with tax and accounting professionals to help them as simplify their processes and improve their overall efficiency and productivity, and profitability.

Linkedin

Luis Galvis

Wolters Kluwer Tax & Accounting
Technical Marketing Manager
[email protected]
7708575029

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Luis Galvis has 10 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Training Specialist. In his current role as a Technical Marketing Manager, he is able to show how CCH’s top of the line Tax, Research and Firm Management Solutions help simplify tax and accounting offices and improve their overall efficiency and productivity.

Linkedin

Kimberly Rich

Wolters Kluwer Tax & Accounting
Solution Architect
[email protected]
(847) 580-5000

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Kimberly Rich has 4 years of experience in the Tax and Accounting Software Industry as a Product Specialist and Software Solutions Consultant. In her current role as a Solution Architect for tax, accounting and workflow programs, she helps tax and accounting professionals discover the value of adding efficient and productive tools to their offices.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.