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Free cpe webinars
Elevate and Modernize Your Client Experience

ELEVATE AND MODERNIZE YOUR CLIENT EXPERIENCE

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 4, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Today's accounting clients expect more than proficient service from their firms; they also want an exceptional client experience to partner with that service. Big and boutique firms alike find themselves asking, "How do I transition to a more elevated and modern client experience as clientele and competitors are becoming more digital-first?" 

Join us to learn how to elevate your client experience so that you can differentiate yourself from competitors and drive long-term engagements. Hear from our panelists as they share their experiences transforming the client experience, important lessons learned, and best practices.  

Learning Objectives: 


  • Determine how to anticipate the needs and expectations of today's clientele 

  • Identify breakdowns in your client lifecycle 

  • Design new processes to improve and amplify your clients' experiences 

  • Recognize how to select the best tools to increase client satisfaction

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Stacy Shrader

ShareFile
Senior Product Marketing Manager
[email protected]

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Stacy Shrader is a Senior Product Marketing Manager at ShareFile where she specializes in client-based workflows for document collaboration. She focuses on representing the accounting industry’s processes to ensure ShareFile fits professionals’ needs to service clients more efficiently. Stacy earned bachelor’s degrees in business management and public relations from Virginia Tech and an MBA from the University of West Florida. When she isn’t thinking about how ShareFile can make life better for accountants, you’ll find Stacy taking a Peloton cycle class or walking her energetic goldendoodle puppy.

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David Leary is an innovative and influential force in the small business accounting world. With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.

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Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker specializing in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in CPA Practice Advisor’s accounting profession. He is the co-host of the Cloud Accounting Podcast, a weekly news round-up at the intersection of accounting and technology that is also the #1 podcast for accountants and bookkeepers in the world.

About Our Presenter

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ShareFile is a secure, cloud-based content collaboration platform that makes it easier for businesses to share, send, sign and store documents on any device, anytime. We bring business-class file sharing, streamlined workflows and real-time collaboration all together in one place.