On Demand Now

Dext and Financial Cents: How to Automate Client Data Collection

Dext and Financial Cents are pleased to have Kellie Parks, CPB and Founder of Calmwaters Cloud Accounting, host a session on how to automate your client data collection! Learn how Dext and Financial Cents can streamline this process for you. 

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About the webinar:

Collecting information from clients can be messy. Everyone has their own process. But how do you make sure the process works for you, and your business? Kellie will discuss how solutions like Dext and Financial Cents can work in tandem to automate and streamline this process. Whether it's collecting bank statements and source documents with Dext, or managing and tracking lengthy projects or one-off requests with Financial Cents. Let technology do the heavy lifting so you can spend more time adding value to your clients. 

Agenda

Kellie will be discussing:

  • The problem with data collection

  • Old, and current methods for collection

  • How to create a more modern and automated process

  • How to use Dext and Financial Cents to streamline data collection from end to end

  • Q&A

Speakers

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Kellie Parks, CPB

Founder Calmwaters Cloud Accounting

Kellie Parks, CPB, is an ardent devotee of online accounting platforms and all the apps that create a robust cloud accounting ecosystem. Kellie is an innovator, adopting cloud financial technology for her own business in 2009, and in 2012, as soon as it came to Canada, Kellie adopted QBO and has not looked back.  QBO Advanced Pro Certified, Freshbook Certified, Dext Certified, Hubdoc Advanced Partner, WagePoint Certified, QBTime Certified, Plooto Partner, Ignition Partner, 17Hats Partner, Karbon Partner, Pandadoc Partner, Zoom Partner, Reply Partner, Acuity Partner.