CPA - medium firm
Other
Providing the best possible service for your clients is a year round responsibility. However, it can be challenging for small firms in particular to provide the same level of client support and attention as larger firms that have more staff and resources. Many partners feel tied to their desks, fearing that their absence could lead to clients not getting the level of service they expect. In the face of these challenges, progressive, cutting-edge small firms are using technologies like portals, e-signature services and remote support tools to improve workflow efficiency and provide better client support even while out of the office. Learn more about what technologies you should be weighing at your firm to keep clients happy and stay competitive year round.
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Understand some of the most common workflow problems that uniquely face small firms year round
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Cover the technology trends that are changing the technology landscape for account professionals
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Learn about Citrix’s solutions for improving office efficiency and client service from anywhere
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How the technology landscape is evolving
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How “client service” expectations are changing, and how this is affecting small accounting firms
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How technology advances empower firms to service customers better than ever before
Leslie, WA
"A great webinar. I wish I had the decision making power to sign up with Citrix today. The electronic signature feature looks fantastic and I think it would solve so many of my firms issues during tax season."
William, NJ
"The first time I've encountered presenters who broke up Triangular Orders into their respective parts, AND THEN, discussed those slices in further detail. Thanks!"
Fred, CA
"Presentation gave great ideas for better interaction and document viewing between client and CPA plus signing and storage of client records. Simply great!"
Shina, AR
"I really enjoyed this webinar! It allowed me to see other ways of safely sending files to our clients and some other information I did not know."
Tiffany, MO
"Really kept my interest. Very relevant to my office (6 employees using virtual office programs). Thank you for demonstrating ShareFile."
Mary Jo, NC
"Another CPE course to make you aware of the dangers out there. This company offers great software to combat it...so to speak."
Christine, OH
"Really enjoyed the webinar. The demo was also very informative and not at all over-the-top sales-pitchy. Great work."
Charlie, MN
"A wonderful overview of the technology and security needs for a small firm and the products that Citrix has to offer."
Jason Goldfinger
Mango Practice Management
Vertical Manager Accounting
jason.goldfinger@citrix.com
(919) 948-1588
Jason Goldfinger began working for Citrix ShareFile 2 years ago. Since then, he’s worked on multiple projects, but found his home directing the Accounting Team. He enjoys working with accountants and speaking with them at the different conferences throughout the year. Some Interesting facts about Jason: Besides having the same last name as a James Bond movie, he really enjoys golfing and playing poker. He has a black lab named Oakley that enjoys eating shoes and comforters.
Nathan Mote
ShareFile
Associate Product Marketing Manager
nathan.mote@citrix.com
(919) 324-6658
As a planner and analyst in a digital marketing firm, Nathan spent over 3 years working with IBM, CIBC and National Instruments conducting market research and analysis that fueled a multitude of content and product marketing initiatives. Recently joining the product marketing team at Citrix ShareFile, Nathan influences strategy across departments by providing product and market insights, including industry trends, pricing analysis and competitive reporting.
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