Automating processes in your practice creates valuable time savings and opportunities to scale. If you’re not sure where to begin or want to explore options for automation, join this informal peer to peer conversation moderated by Cheryl Manmohan, Intuit Canada’s ProAdvisor community leader. This month’s guests Andrew Wall and Tania Franolic will discuss their experience with firm automation in areas like client management, reporting, data, and one of the industry’s hot topics — robotic process automation (RPA).
Throughout the conversation, you’ll have an opportunity to interact with Andrew, Tania and your peers. Be sure to test your webcam and microphone before joining the call so you’re ready to engage.
This session is not eligible for CPD credits and will not be recorded.