Join Steve Yoss and Randy Johnston as they delve into the world of CPA firms, discussing the game-changing power of a single portal for enhanced client communication and collaboration. Discover how consolidating multiple portals into one centralized source can boost team productivity, improve the client experience, and revolutionize staff utilization. Gain insights on crucial features like payment integration, e-signatures, and explore top portal solutions like Lissio, Smart Vault, and SureLink. Don't miss out on this informative episode that uncovers the secrets to streamlining your CPA firm's operations and transforming client interactions.
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