Security, Client Satisfaction and Evolving Workflow in the Age of Smart Phones and the Cloud
The growth of smart phones and tablets has changed the way your clients communicate. Because they are now connected at all times, their expectation of your accessibility has changed as well. Now, the near universal use of these devices is creating compliance problems that CPAs have never encountered before.
Do you know how to communicate securely with your clients when they use their smartphone? Does your secure solution or portal make it easy for your clients to send you the critical documents you need from any device? During this webinar, we will discuss not only the current state of privacy laws and the secure tools used to comply with them, but also future trends and what technologies your firm should explore to keep your clients happy, improve security and streamline your workflow.
During this webinar we will cover:
- What current data privacy laws require your firm to do and why these requirements exist
- How the rise of mobility is changing your client’s expectations of you
- Why many of today’s secure email and portal applications breed client frustration and often fail with the mobile devices your clients use most
- What you can do to stay compliant, support your clients and ensure their data security wherever and however they chose to communicate with you
Attendees will also see how Citrix-ShareFile, the number one secure file exchange solution for CPAs, addresses these problems and helps CPAs future proof their practices.
Who Should Attend
Accountants, IT Directors, IT Staff, Partners, Office Administrators, CPAs
Grady Slane, Product Marketing Manager, ShareFile
Ken McCall, Senior Consultant, Boomer Consulting, Inc.