Webinar: How to Design Engagements Clients Can Actually Complete (Streamed: Jan 13, 2026)

Tired of the "follow-up spiral" of incomplete documents and constant nudges? Join us for a conversation with Amy Vetter, CPA, to discover why accounting firms unintentionally set clients up to fail, and learn the small, intentional changes that can eliminate chaos before it begins. In this webinar, you'll learn: The Real Root Cause: Why follow-up fatigue happens (and why it’s not about client effort). A Better Framework: How to design specific requests that clients get right the first time. Workflow Consolidation: Strategies to end multi-channel chaos by moving to a single, trackable workflow.