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How Our Most Successful Accounting Professional Clients are Implementing Client Track

40 mins / 1 PD Point

We work with a over a thousand accounting professional offices of all sizes across Canada and we have several clients who have built firms with over a million dollars in revenue and we have noticed some common threads. This webinar is a short analysis of the common philosophies and techniques these firms all have adopted to build highly successful practices.

• An analysis of what their true common goals are and where they focus their energy
• How they deal with their clients and maintain consistent, accurate and timely information from their clients
• How they train, maintain and allocate work to their staff

SCHEDULE

November 4, 2025 - 12PM or 4PM EST

November 18, 2025 - 12PM or 4PM EST

December 2, 2025 - 12PM or 4PM EST

December 16, 2025 - 12PM or 4PM EST

Feel Like You're Not Using Client Track Desktop to Its Fullest Potential?

45-50 mins / 1 PD Point

We know sometimes we get into specific habits with software and use only a few features and miss out on other really great features. This webinar is a highlight of all the beneficial features so you can become even more efficient in your office.

• Managing your tasks and saved searches so that everyone sees exactly what they need to see to get their work done
• Managing your clients information intake so everyone knows exactly what has been submitted and what is missing
• Managing and automating your client reminders so your clients feel like they are getting much more personalized services from you

SCHEDULE

November 6, 2025 - 12PM or 4PM EST

November 20, 2025 - 12PM or 4PM EST

December 4, 2025 - 12PM or 4PM EST

December 18, 2025 - 12PM or 4PM EST