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How to Automate Recurring Deadlines Using Kiick

HOW TO AUTOMATE RECURRING DEADLINES USING KIICK

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 22, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

If recurring client work is at the core of a business, it’s time to automate to innovate. During this session, see how practitioners can implement a workflow management tool into tech stacks and never go back to the manual mode of managing with spreadsheets, Post-it Notes, and email. With a single view into everything that matters, anyone can future-proof workflow with ease. Edit the way you work, make changes on the fly, or schedule tasks into the future.

Learning Objectives:


  • Identify how to implement a workflow management tool into an existing tech stack

  • Recognize how Kiick can help better streamline workflows

  • Determine if automating certain tasks will help to free up time in the workday

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Cristello is the Founder & CEO of Jetpack Workflow, a leading Recurring Client Management (RCM) System for Accounting Firm Owners. He’s also the host of Growing Your Firm Podcast, which has been featured by Accounting Today, has over 70K downloads, and features strategies on how top practitioners are growing their firm. Prior to Jetpack Workflow, he was a growth consultant to SMB’s across 15 industries, and co-founder at Pittsburgh Startup Weekend.

About Our Presenter

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Launched in 2014, Jetpack Workflow believes that software can empower firms and practices to become more fun, profitable, and productive. Instead of getting lost in legacy technology, Jetpack was built using leading technology and was designed for usability for the firm owner and the team.