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Home IRS & Taxes

7 Strategies for Firm Efficiency

by TheAdviserMagazine
1 month ago
in IRS & Taxes
Reading Time: 2 mins read
A A
7 Strategies for Firm Efficiency
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Speakers:

Whitney - webinar 1

You have practice management software, but are you actually getting the efficiency you paid for?

Join us for a conversation with operation leaders Ashley Fontenot and Whitney Kisner as they share 7 strategies any firm can use to boost efficiency.

Whether you’re looking to optimize a system you’ve used for years or just beginning your practice management journey, this is a conversation you won’t want to miss!

What You’ll Learn:

How to centralize client data and reduce time spent searching for information
How to automate admin tasks and simplify workflows
How to improve client communication and transparency with client portals and automated reminders
How to leverage data insights to make smarter, more profitable business decisions
…and so much more!



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Tags: EfficiencyfirmStrategies
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