Join Steve Yoss and Randy Johnston as they delve into the world of CPA firms, discussing the game-changing power of a single portal for enhanced client communication and collaboration. Discover how consolidating multiple portals into one centralized source can boost team productivity, improve the client experience, and revolutionize staff utilization. Gain insights on crucial features like payment integration, e-signatures, and explore top portal solutions like Lissio, Smart Vault, and SureLink. Don't miss out on this informative episode that uncovers the secrets to streamlining your CPA firm's operations and transforming client interactions.

Streamlining CPA Firm Operations: The Power of a Single Portal

Earn CPE Credits for Listening to Podcasts. CPE Today strives to provide outstanding continuing education and training to working professionals. We promise to provide top-quality learning accessible on the device of your choosing. Whether you are looking to acquire new skills or stay competitive you learn on your terms with us.