Webinar

Cracking the client data problem: Creating a 24/7 flow of client data

Woman talking to another woman

Cracking the client data problem: Creating a 24/7 flow of client data

You’ll learn how to ensure high-quality data flows to and from clients are quick, effective and seamless. As a result, chasing clients becomes a thing of the past, and you can respond near-instantly to any client request—from creating management accounts, to simply assisting with everyday queries. There’s even the potential to use this fast flow of data to create new service offerings that can empower growth and expansion.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Superscript

Subscript

Thank you for downloading our guide (We hope you enjoy it!)

Not using AutoEntry yet? Try for free
Client type
Get a demo
Try for free

On demand webinar: Tired of clients not sending you data when you need it? Here's the solution.

Don't let clients make your life difficult! In this unique webinar, experts from AutoEntry and Smartvault explain best practice data flows that are simple and easy to enact, while delivering transformational improvements for your practice.

‍

Cracking the client data problem: Creating a 24/7 flow of client data

You’ll learn how to ensure high-quality data flows to and from clients are quick, effective and seamless. As a result, chasing clients becomes a thing of the past, and you can respond near-instantly to any client request—from creating management accounts, to simply assisting with everyday queries. There’s even the potential to use this fast flow of data to create new service offerings that can empower growth and expansion.

  • The client’s lifetime touch points to target for fast high-quality data flows

  • What an effective client-first approach to data tools like, plus the processes and habits that empower a real-time accounting methodology

  • How to harness software that’s cost-effective to encourage fast data flows, and how to review your existing technology

  • Planning around seasonality and crunch times to massively improve efficiency and save time and effort when both are in short supply!

  • How to build all of this into a practice improvement plan that’s attainable and measured by genuine results

Our industry expert speakers

Learn more about the people leading this webinar.

‍

Sean Smith
,
Accountant and Bookkeeper Evangelist at AutoEntry and Sage

Sean Smith is an Accountant and Bookkeeper Evangelist at AutoEntry and Sage. A former accountant, Sean is highly passionate about client experience and strives to help firms create seamless client journeys, using frictionless technology to deliver the best client experiences. Sean has spent the past 8 years working with a range of accounting technology firms helping practices manage change.

Eric Chen
,
Senior Product Specialist, Smartvault

Eric is a senior product specialist at Smartvault. His background is in accounting technology, and he prides himself on improving the lives of accountants and bookkeepers on a daily basis.