Many firms are reinventing their legacy write-up and bookkeeping practices to create new near real-time Client Accounting Services (CAS) offerings, as well as new Client Advisory Services (CAS) which help their clients with the management of their business and its resources. The core of effective client accounting and advisory services (CAAS) is letting the technology do as much of the work as possible. Many firms have no experience selecting and implementing practice automation tools and assembling them into an effective stack of applications to meet the needs of the firm and its clients. This session will explain how cloud-based apps can be used to automate work and will show how users can use “low-code, no-code” tools to automate data flows between these tools. Purchase this course and learn how to revolutionize your team’s effectiveness using automated solutions.
- Identify key client accounting applications and add-on solutions from a list
- Define and distinguish between native integrations, manual import/export processes, third party “digital plumbing” solutions, and custom integrations
- Identify from a list at least two tools which can extract data from scans or pictures of receipts
- List at least two management advisory services which can be driven and enhanced with data from real-time client accounting services