Managing a busy accounting, bookkeeping, or tax practice isn’t easy. You’ve got so many things to juggle and there are never enough hours in the day. Security, staff productivity, and client satisfaction are top of mind for most firm owners but how do you balance all three, given that many tech solutions are strong on one dimension, and weak on the others?

Join Chris Farrell, CEO of LiscioCX, and Bob Hollander, CEO of Swizznet, as they share key strategies you can employ to significantly simplify your tech stack in order to delight clients and enable staff to enjoy their most productive workdays ever. Security, ease of use, and delight for clients and staff do not have to be incompatible - if you know the simple path to follow, you CAN “have it all”. Come and learn the things that top firms do in order to differentiate themselves from their competitors by creating an environment where staff can do the best work of their lives, clients are delighted, security worries are a thing of the past, and profits soar. 

Learning Objectives: 

• Outline how to streamline communication with clients so they respond quickly 


• Identify tips to double down on security without driving clients (or staff crazy) 


• Name strategies to break down data silos to enable speed, accuracy, and delight 


• State affordable ways to increase your firm’s security without compromising ease of use or speed