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Free cpe webinars
Redefining the Client Experience: Tech-Enabled Growth Tactics
Business Management and Organization

REDEFINING THE CLIENT EXPERIENCE: TECH-ENABLED GROWTH TACTICS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 24, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Course Description

As compliance work becomes more commoditized, client experience has emerged as a valuable differentiator that helps firms establish a loyal clientele and even win new business. But reaching this level of service takes much more than simply having a nice website and a few quality-of-life features—superior service needs to be built from the bottom up. In this webinar, Wolters Kluwer’s Erin Leckie and Mark McAndrew will explore how your tech stack can make or break your client service capabilities. 

Learning Objectives: 


  • Determine why the client experience is linked to your firm’s strategic goals and growth tactics  

  • Identify the different roles your technology, processes, and people play in improving client experience and growth  

  • List what steps you can take today to improve and prioritize customer service without overburdening staff

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Erin Leckie

Wolters Kluwer Tax & Accounting
Director of Product Management
[email protected]

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Erin Leckie is Director of Product Management – US Tax at Wolters Kluwer. In this role, Erin leads the strategy and development of innovative solutions for tax professionals. Prior to joining Wolters Kluwer in 2022, Erin led teams in the development of global and local solutions for accounting and audit professionals, focused on bringing tools to market that enhance the profession. Erin has more than 10 years of experience in the tax and accounting profession in product management roles as well as several years in public accounting working for a National firm in Canada.

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Mark McAndrew

Wolters Kluwer Tax & Accounting
Director of Product Management
[email protected]
(847) 580-5000

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Mark has spent his career working within SaaS company environments to successfully establish and execute business strategies for both early growth companies and global organizations.

He speaks frequently to professional and industry groups on topics that include digital transformation, technology trends, outsourcing strategy, and workflow advisory consulting, performance management, and productivity enablement within the public accounting and corporate tax, finance, and accounting industries.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.