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Kate Egan

Receipt Bank
Manager, Account Management & Partner Success Teams
kate.egan@receipt-bank.com
(510) 333-3497

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Kate leads the team responsible for ensuring Receipt Bank's customers achieve the goals they set out to accomplish and more. As the manager of Customer Success and Account Management for Receipt Bank U.S., Kate's primary goal is to ensure that our customers are empowered to reduce the tedious tasks and focus on what matters to them most by leveraging automation and crafting the processes that help them grow. Having worked with hundreds of accounting and bookkeeping firms over the past four years to implement Receipt Bank, Kate now regularly hosts Receipt Bank webinars focused on best practices for change management and optimizing our platform for customers' needs.

About Us: Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting firms and 400,000+ small business customers globally. Utilizing award-winning AI and real-time data automation, Receipt Bank allows accountants and bookkeepers to spend less time on data reconciliation and more time on advising their clients.
 
With Receipt Bank, you're able to fetch financial data automatically. Utilize our smart tools to analyze tax, payment timing, and talk to your clients about cash flow - all in real-time. We work with everyone, so Receipt Bank integrates and auto-publishes to your choice of accounting software!

Upcoming Live Webinars

ELIMINATE MANUAL BOOKKEEPING & UNLOCK CASH FLOW INSIGHTS WITH RECEIPT BANK

Available Date(s)
Wednesday, December 02, 2020: 1:00PM EST
Thursday, December 17, 2020: 4:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other      

ELEVATE QUICKBOOKS DESKTOP TO THE NEXT LEVEL WITH RIGHT NETWORKS & RECEIPT BANK

Available Date(s)
Tuesday, December 08, 2020: 3:00PM EST
Monday, December 21, 2020: 2:00PM EST
Thursday, January 07, 2021: 2:00PM EST
Thursday, January 21, 2021: 12:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other      

Archived Webinars Offered

ELEVATE QUICKBOOKS DESKTOP TO THE NEXT LEVEL WITH RIGHT NETWORKS & RECEIPT BANK

Date RecordedNovember 19, 2020  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

ELIMINATE MANUAL BOOKKEEPING & UNLOCK CASH FLOW INSIGHTS WITH RECEIPT BANK

Date RecordedNovember 16, 2020  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other