Insightful Accountant is thrilled to announce a special App Academy session scheduled for June 26, 2024, at 1 PM EST, followingScaling New Heights. This webinar promises to be a valuable opportunity for professionals seeking to enhance their workflow efficiency and elevate client value.
During this exclusive session, attendees will have the privilege of gaining direct insights from industry-leading companies such as Guideline, Cajabra, Intuit, VyaPay, and MakersHub. These esteemed organizations will showcase powerful solutions tailored to streamline workflows and enhance client value.
Here's a sneak peek of what's coming to App Academy:
Guideline
A Modern Approach to 401(k)s: Discover Guideline, a user-friendly and affordable retirement plan solution that caters to your business goals and your team's needs. In this 30-minute session, you'll learn:
How to identify your niche within the 401(k) market The ins and outs of Guideline's 401(k) offerings The advantages of becoming a Guideline Pro partner How to claim your complimentary Guideline Pro dashboard
Cajabra
The Accountant's All-in-One CRM: Explore Cajabra, a comprehensive CRM designed to automate and consolidate all your marketing and client communication efforts.
Intuit Accountants: ProConnect Tax Practice Workflow
Join us for a live demo on how to leverage ProConnect Tax solutions to streamline the workflow across Books-Income Tax-Advisory to enable you to automate compliance tasks and enhance your firm's efficiency and client satisfaction.
VyaPay
Simplify Payments & Enhance Cash Flow Join us as we demonstrate how VyaPay empowers ProAdvisors to deliver exceptional payment solutions to their clients!
MakersHub
Revolutionize Accounts Payable by eliminating manual data entry and seamlessly integrating with QuickBooks.
By participating in this webinar, attendees can expect to discover cutting-edge tools and strategies designed to revolutionize how accounting professionals operate. This session will provide a comprehensive overview of the latest trends shaping the industry, from innovative technologies to best practices.
Don't miss out on this unique opportunity to learn from the best in the business and take your practice to the next level. Join us on June 26, 2024, at 1 PM EST for an insightful and inspiring App Academy session that is sure to leave a lasting impact on your professional journey.
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