View cart “Four Keys to Marketing Your Practice” has been added to your cart.
Elder Care Planning
When Does Incapacity Limit Your Clients’ Rights
May 17, 2017
Related Industry and Topics
Tell Your Clients and Friends – What To Do and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail
June 21, 2017

Cloud Based Software – Everything You Always Needed and Wanted

$25.00

Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff. Join our friends Ali and Eric to make sense of the decision you have to make. CPAs, Financial Advisors, and Attorneys – NOTE: We moved from Time Matters!

(Purchase of this product will include an Video recording and a PDF copy of the presentation.)

Presented by Ali Mirdamadi and Tomas Suros

 

Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff. Join our friends Ali and Eric to make sense of the decision you have to make. CPAs, Financial Advisors, and Attorneys – NOTE: We moved from Time Matters!

(Purchase of this product will include an Video recording and a PDF copy of the presentation.)

Presented by Ali Mirdamadi and Tomas Suros