Making Your Workflow App Work For You

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Speakers - Kellie Parks CPB

1 CPE Credit Available

Field of Study - Non-Technical - Communications and Marketing

In this Tech Stack series with Kellie Parks CPB, we will cover the essential verticals for building a successful cloud technology ecosystem. Start by taking the right steps with security policies and evaluating your firm and ideal client to align your technology.

We will cover the following topics in detail with worksheets, checklists and actionable steps to take.

We will cover these key areas.

1. Benefits of using a practice management app
2. Key practice management app features

• Internal
• Client facing

1. UX and UI are critical

Benefits of using a practice management app.

• Aggregation of data
• Automation
• Client collaboration
• Ease of use
• Team collaboration

Key practice management app features.

Internal features:

• Client database
• Document management
• Email integration
• Resources
• Task lists
• Team chat
• Templates
• Time tracking

Client-facing features:

• Chat
• Portal
• Recategorization
• Resources
• Task list

UX and UI are critical.

• UX focuses on our overall experience when navigating a product or service.
• UI is the visual and interactive aspect of a digital product.

Key-Takeaways

• There are many benefits to using a practice management app
• Evaluating the key internal and client-facing features as they fit your firm is crucial to successful implementation and adoption
• Ux and Ui are critical - if you, your team and your clients don’t feel comfortable and confident in the app, they won’t use

What’s to Come

• January: Exploring essential discovery and onboarding, as well as re-engagement and disengagement technology.
• April: Discussing cloud accounting technology that you and your clients will love!

Start your journey with Kellie Parks CPB, and register for Be Insightful’s Tech Stack Series and transform your practice with the right cloud technology ecosystem!

Already Member? - Register Here 

Not a member, but want to join?  Be Insightful Member (insightfulaccountant.com)

Cost: Must be Premium Content Member (Join Here)

CPE Credits - 1.0 Hour

Field of Study - Non-Technical -Communications and Marketing

Course Level: Basic

Instructional Method - Group Internet Based

Prerequisites: None Advanced Preparation: None Who Should attend: EA, CPA, Bookkeepers, Small Business Advisors, Attorneys

This is a premium content member's only training event.  You can learn more and join the program here.  Annual membership is $599.  Discounted "Kick Off" pricing is $399 per year through July 31, 2024.  The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.