In a few weeks, hundreds of accountants will converge on Washington D.C. to attend CCH Connections: User Conference 2016. One of the key takeaways for many of these firms will be how to leverage technology to provide better client service. While many people see technology as primarily a driver of efficiency, future-ready firms are raising the stakes. Here are two courses for firms that see technology as a transformative tool that can fundamentally change the way they interact with clients:
Social Business: More Than Marketing
Being social is going to impact your firm at its core — you don’t do social media, you become a social business. In this interactive session, we’ll break down social business, how it’s different from social media and how to discover the right approach for your firm. (Hint: it’s not hopping on every medium out there.) Facilitated by Jody Padar, CPA, MST, Principal and CEO of New Vision CPA Group and the author of The Radical CPA: New Rules for the Future-Ready Firm, we’ll discuss your purpose, how to define your goals and strategies, the best way to cultivate your message and the target audience (aka your prospects) you want to reach. We’ll also touch upon the importance of content and how, if done strategically, it can catapult you into being a thought leader in your industry.
Enhance Client Collaboration with CCH Axcess™ Document and CCH Axcess™ Portal
With data privacy concerns at an all-time high, and increasing client requests for electronic communications and file transfers, it’s never been more important to protect your clients’ sensitive information. Learn how to harness the power of CCH Axcess Document, CCH Axcess Portal and CCH® Client Axcess to enhance your client collaboration capabilities and deliver the highest level of customer service, all while staying compliant with data privacy and breach notification legislation. Topics include file transfer options, search and retrieval techniques, file versioning, document retention, customization of folder templates and security groups, workflow considerations and integration points with other applications.
CCH Connections 2016 will features seven different tracks, with more than 75 sessions that have been developed exclusively for CPAs to help take you and your firm to the next level. Register Today!