Upcoming Virtual Learning & Webinars


Insightful Accountant has several upcoming webinars you may want to check out. With many in-person events canceled this spring & summer, virtual learning is going to be how to connect with new partners and vendors and keep your learning updated.

(April 23) Freedom Merchants – Payment Integrations with Other Systems: A broad dive into the other Software integrations of Freedom Merchants besides just Intuit with Ben Prusky. You can register here.

(April 23) The Evolving Practice Management Lifecycle: The Practice Management Lifecycle is a strategic approach to better understand how future focused firms manage and deliver services, collaborate with clients and embrace technology. Understanding how each aspect of our firm connects and balances each other is a critical part of having an effective, efficient and more profitable practice. Client intake, Billing and service delivery and the client experience are all aspects of the Practice Management Lifecycle. As practices, services and technology evolve, so should the client experience and how to collaborate with clients. In this session we will cover the various aspects of practice management, tools for client collaboration and strategies to create a high touch yet efficient client experience. You can register here.

(April 28) Automating Client Onboarding & Payments: In this webinar, presented by Jennie Moore in collaboration with Practice Ignition, discover how to ‘wow’ your client in the first 90 days, set up connected applications to trigger necessary steps of client onboarding and have a seamless transition from your sales team to your services. You can register here.

(May 28) Simplifying Tax Resolution Cases with Tax Software: This presentation will guide users on the best ways to maximize the efficiencies created by the Canopy software suite. It will also include various tips and tricks that will help you get the best results for your client. Presented by Jeffrey McNeal. You can register here.

Make sure to also check out the Insightful Accountant webinar vault for previous webinars you may have missed.

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