What does it take to help your accounting firm team work effectively? Have clients demanded more advisory consulting services because of their cash flow, SBA, and PPP issues? The COVID- 19 pandemic forced remote tax work, audits, and social distancing into our firms, potentially creating a "new normal." While auditors have worked on the road and at client sites for years, pushing the limits of available technology, now more than ever, we need to leverage technology to help our firm be productive. Most important is serving clients' technology needs. Attend this session to get the latest information on hardware and software technology for CPA Firms, including security, portals, workflow, and scheduling. One tip from this session could save your firm dollars and time. Most important, you will be aware of the best tools and techniques available to your firm to help clients.

• Managing Partners
• Partners
• All accountants

• Learn to create a transformative plan for your firm.
• Learn to select remote technologies from a list.
• Differentiate between products that are ready to implement and those that need time.
• Learn to differentiate between communication and collaboration tools.
• Learn to create a remote work plan.
• Identify leading emerging technologies from a list that can help your firms and clients.