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How to Stop the Tyranny of Email in Your Accounting Firm


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 26, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Your inbox is filled with requests for information needed by your clients while your outbox is filled with requests for information from your clients. Add in the endless bcc’s and cc’s from staff, and your mailbox is exploding on a daily basis. What’s worse, no one in your firm can tell who said what to whom, or who sent which information to your client. Those are the challenges just with keeping staff in the loop!  What about the security risks posed by email?  

It’s time to stop the tyranny of email in your accounting firm and look for better ways to communicate securely with your clients so that staff can get more done, data silos disappear, and everyone can work to their full potential.

In this session, you will learn how to improve the flow of sensitive information to and from your clients and between members of your firm.  The right processes and tools make all the difference.  You’ll gain control, visibility, security, and speed.  Clients and staff will be happier and more productive. Better information leads to better insights for your client and higher value for you.
Leave this session with ideas for improving the client experience, getting information faster, and freeing staff time to deliver high-value services.
Learning Objectives:

  • Recognize the impact of using email and other older technology solutions on your client and staff experience

  • Recall ways to identify and measure barriers to successful interactions

  • Discuss the benefits of meeting the client where they are

  • Discover a new tool that will change the way you securely communicate with your clients so profoundly, that you’ll never consider going back to the way you are doing it now

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Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with to move the profession forward, writing, speaking, and tweeting at Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on

About Our Presenter


Accountants and bookkeepers everywhere have been told the same thing over and over:

In order to be relevant in the future of the industry, you must become a trusted advisor.

Every firm owner has the same simple question: How?

I believe the answer is all about the client relationship. An Impactful Advisor approaches all clients with a deep curiosity and appreciation for the uniqueness of their business. After advising clients for more than 20 years, I know the Level 5 training program is the best way to learn this technique. The course equips ambitious accounting professionals with the guidance, tools, and resources they need to own their advisory value and positively impact the lives of their clients, as well as their own.