Are you tired of spending countless hours on manual data entry, repetitive tasks, and inefficient workflows in your bookkeeping or CPA firm? Imagine streamlining your processes, saving valuable time, and boosting productivity with the power of task automation.
In our upcoming webinar, we will introduce you to the world of software integration and business process automation specifically tailored to the needs of accounting and bookkeeping professionals.
Hear from Kyle Turriff, Senior Technology Consultant at RLB Digital. Kyle brings over ten years of experience managing tech for one of Canada’s leading regional CPA firms, RLB Chartered Professional Accountants.
Automation ideas we will explore:
- Digital Organizer for Personal Tax Document Intake
- Performance Reviews and Client Feedback
- Streamline New Client Onboarding
- Automate Email Reminders
Who should attend:
- Accounting professionals, including CPAs, bookkeepers, and financial analysts
- Accounting firm owners, partners, and managers
Webinar Details:
Date: Tuesday, July 25th
Time: 1:00 pm – 2:00 pm EST
Location: Virtual via Zoom
Join us for this webinar and unlock the potential of task automation in your bookkeeping or accounting firm.
At RLB Digital, we are dedicated to empowering professionals with the latest technologies and tools that create a better way to work.
Connect with our team of experts.
