PST2219. Starting Your Own Firm - The "Must Have" Technology Stack

To submit a question or participate in polling, click the link above. Whether you’re going out on your own or reinventing your practice, the post-pandemic environment has raised the bar on what your team and its clients expect from firm's technology. We will review the current state of small and mid-sized CPA firm technology to help your team identify the best applications and services to make your team more effective today and in the future. Attend this breakout and learn more about what you might be missing in your technology stack.

Learning Objectives:

• Recognize the difference in client-server, remote desktop, and cloud-based deployments of applications
• Identify at least three platforms for managing digital client requests and interactions
• Distinguish the differences between a “best in breed” versus an application suite strategy