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Part 2 of 5 - Real-Time Collaboration: Insights for Technology around Prep, Comp, and Review Services

Surveying over 400 accountants last year on prep, comp and review services, the #1 cited challenge was getting timely and complete information from clients. In this session, focusing on real-time collaboration, we will talk about how your technology approach to client interaction can be a huge difference-maker for engagement momentum, realization, and a positive client experience.

Note: In assessing the technology landscape of the profession, CPA.com and the AICPA have identified 5 key performance factors for technology that will give firms a competitive advantage in how they approach preparation, compilation and review engagements:

  • Engagement Setup and Build
  • Real-time Collaboration Process
  • Security
  • Integration of Methodology and Deliverables
  • Cloud Ecosystem

This session is part 2 of a 5-part webinar series examining key areas to help drive efficiency, quality and value in prep, comp and review engagements. To view the previously recorded session, or to sign up for an upcoming webinar in this series, please visit this site.