A technology stack that doesn't support the way your firm grows – or neglects to protect sensitive and confidential firm and client data – can create more problems than it fixes.
This is especially true in small firms, which usually don't have the capacity to overcome the challenges that outdated, ineffective, or unintegrated technology often brings. And while each firm has a custom and slightly unique tech stack, depending on their growth strategy and goals, firms still depend on it to support that growth strategy and help overcome obstacles, rather than create them.
So how do firms – especially small firms – know how to build a tech stack that will support your firm's growth strategy and protect sensitive data? That's what we discuss in this webinar, where Georgia Smith and Stephanie Plaza, Product Managers at Wolters Kluwer Tax and Accounting North America, cover:
- What your firm's tech stack might look like, based on your firm's growth strategy and strategic goals – whether it's providing a boutique experience, expanding into consulting or advisory services, or focusing on volume.
- How to ensure that both firm and client confidential and sensitive data is protected, including upcoming IRS requirements.
- What the demand for advisory and consulting services means for firms.
- How to leverage the benefits of an integrated tech stack, and the data that comes from that integration.
