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TAKING A TAX PRACTICE VIRTUAL: DEMO

TAKING A TAX PRACTICE VIRTUAL: DEMO

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 29, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Learning Objectives

  • Why a Tax Practice is an Ideal Virtual Business

  • Theory of Constraints

  • Transitioning Old Clients and Getting New Ones

  • Technology To Make It Happen

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Eric Meury

Pascal Workflow
Director of Success
[email protected]
(317) 225-5876

Pascalworkflow

Eric Meury is the founder and designer of Pascal Workflow, a cloud based practice management platform for tax and accounting firms. Eric literally grew up in his family’s “Main Street” tax practice. He witnessed first hand the challenges many firms face related to workflow and quickly realized that current solutions didn’t answer the firm's needs. Thus, Pascal Workflow was developed. Pascal Workflow has allowed Eric to trade in the Main Street office for a cloud office. Today, he and his wife operate both the family tax practice and Pascal Workflow virtually.

About Our Presenter

Pascalworkflow
Pascal Workflow is a complete Practice Management and Workflow Software. Proposals, project management, e-signatures with 8879 compliance, client requests, portal, document management, CRM and even payments are available with Pascal Workflow. Eliminate disconnected applications and engage your clients and staff with one easy to use platform. Pascal makes learning the software and practice management concepts easy with a free-forever plan.