CPA Demo Days: Client Portals & Document Management

Overview

This is a free member benefit and part of our multi-state CPA Demo Days series running through December.

We know that evaluating new technology solutions can be overwhelming and time-consuming. This event brings multiple vendors together for quick, live demos – so you can efficiently compare your options and hear what others are asking, all in one sitting.

Why Attend?

• See live demos of actual products/solutions
  
• Learn how other firms are approaching their decision-making
  
• Get real-time answers and feedback to inform your shortlist
  
• Skip the sales pressure – connect only if and when you’re ready (your contact info is NOT automatically shared with the vendors)

Vendors presenting:


CPE Credit is not available for this session.

Highlights

Don’t miss your chance to discover tools that could improve your company's operations. With CPA Demo Day for Client Portals & Document Management you can see multiple demos in a single day without spending weeks scheduling vendor calls or hunting down comparisons.