Scaling Your Client Accounting Services (CAS) with Workflow Technology

As technology continues to automate work, firms of all sizes are leveraging workflow technologies to automate their processes to become more efficient and scale up their Client Accounting Advisory Services (CAS).

In this webinar you will learn:

  • 6 Key CAS workflow elements to ensure success in your firm
  • Best Practice workflows to implement to improve efficiency
  • CAS Use Cases on how to monitor and address bottlenecks

Speaker: Ray Barlow, VP, XCM

Note: This on-demand webinar does not offer CPE credit.