Clarity Street webinars
Below you will find some useful resources and webinar recordings for your firm. Our aim at Clarity Street is to educate and inspire accountants to use cloud based technology to enhance their operational line of business software and provide value to their clients through efficient process and systems.
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Clarity Street provide a demonstration of the end-to-end client life cycle using cloud-based applications. We focus on how a client is engaged, how work is scheduled & completed, and how it is sent for signing, and billed in a streamlined manner.
At the CAANZ Practice Power Up Conference, Amy Holdsworth, CEO & Founder of Clarity Street, talks with Hayden Syers, Director of Lee Coutts and Syers Chartered Accountants, about "That’s the way we've done it - parts of your business that should no longer apply". Frustration is a killer of productivity! How does the lack of integrated systems or well functioning systems affect a client's and your team's experience? We'll challenge you to consider all the moving parts of your business, the operational client lifecycle and the humanity vs. automation elements.
In this webinar we talk about the difference between your current practice management system and a CRM, how these systems work together and how they impact workflows and processes. We also discuss the challenges faced by accounting firms with their current client life cycle and how to maximise a CRM to help your firm track key data on clients and prospects.
In this webinar, we cover the fundamentals of document management, why document management is important for your firm, storage vs. management systems and document management in 2020 and the future.
How can we increase our agility in this ever-changing world with the old school framework and mindset of compliance that is not designed for agility? We solve this one step at a time by increasing effectiveness in our everyday. Joined by Samantha Dean of BlueprintHQ and Damian Scodella of Square Penny, we discuss the Keys to being Agile.
In the cloud era, maximising your app stack is critical to achieving a good workflow for your firm. In this 45-minute webinar, I'll demystify the most common app stack questions we encounter at Clarity Street. Jack Kay (Head of Business Development at Practice Protect) and Ethan Cooney (Head of Partnerships at Practice Ignition) also join in as we walk through their solutions that impact an integrated app environment.
Cyber criminals hacking accountancy practices has reached a record high in 2019. Cyber security protection is now mandated in law for accounting practices, but do you have all the information you need to protect your practice? Accountants Daily interviewed Clarity Street, Practice Protect and FYI Docs on a live webcast where we talked through through what your most vulnerable access points are for cyber criminals, and the data they are searching for.
Learn the importance of position descriptions, trackable KPI's and how to conduct effective performance appraisals that employees look forward to.