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Whether you’re going out on your own or reinventing your practice, the post-pandemic environment has raised the bar on what your team and its clients expect from firm's technology. We will review the current state of small and mid-sized CPA firm technology to help your team identify the best applications and services to make your team more effective today and in the future. Attend this breakout and learn more about what you might be missing in your technology stack.
Learning Objectives:
Recognize the difference in client-server, remote desktop, and cloud-based deployments of applications
Identify at least three platforms for managing digital client requests and interactions
Distinguish the differences between a “best in breed” versus an application suite strategy
Speaker(s):
Brian
F. Tankersley,
CPA, CGMA, CITP,
Director, Strategic Relationships,
K2 Enterprises, LLC