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Citrix esig

3 WAYS E-SIGNATURES IMPROVE NEW CLIENT ONBOARDING

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 11, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner
Course Description

Bringing new clients into your practice is exciting, and it can be made even easier than you might think. The sheer number of documents you need to get signed may feel overwhelming, but the right tools can help your onboarding process become easier for your clients and less expensive for your office, plus help you impress your clients and retain them for the long haul.

Learning Objectives

  • The history and legality of e-signature.

  • Why e-signature is a key technology for accounting firms of all sizes.

  • How RightSignature can save you time, money, and increase your client base.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jason Valenti

Citrix, Right Signature
Senior Account Executive
[email protected]
(800) 921-4250

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Jason Valenti is a Senior Account Executive on the Citrix RightSignature, with a deep specialization in the Accounting industry. He’s been fortunate to work with thousands of accounting firms, and is an expert on all things related to electronic signatures and how they benefit all types of businesses.

About Our Presenter

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RightSignature by Citrix is the easy-to-use, all-in-one solution for accountants to save time and maximize profits while pleasing clients. To learn more, visit www.RightSignature.com.