DCPA2425. Optimal Tools for the CAS Tech Stack

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Building the right tech stack for your Client Advisory Services (CAS) practice can make a huge difference in how smoothly your firm operates and how effectively you serve clients. In this session, we’ll break down a variety of key tools you need to run a more efficient and collaborative CAS practice. You'll leave with practical tips on choosing and integrating tools that fit your firm’s unique needs and help you deliver timely, valuable insights to your clients.


Learning Objectives:

  • Discover the essential tools every firm needs in their CAS tech stack and learn how to pick the best ones for your practice.
  • Get actionable strategies for connecting and automating your tech tools to save time and improve the client experience.

Speakers

Image of Roman Villard

Roman Villard

CPA
Founder
Full Send
Image of Sharai Lavoie

Sharai Lavoie

CEO/Managing Member
Lavoie CPA PLLC
Image of Jason Miller

Jason Miller

Business Consulting Director
Dean Dorton