Transforming Client Service Administration with Technology
The Client Service Administrator role is central to keeping an accounting firm running smoothly, but outdated processes and scattered tools often hold firms back. This course provides a clear framework for using technology to streamline internal workflows, enhance client management and lead change with confidence.
You don’t need to be a tech expert, just ready to apply the right systems in the right way. By the end, you’ll have the knowledge and confidence to reduce admin burden, strengthen collaboration and elevate both your role and your firm’s performance.
You don’t need to be a tech expert, just ready to apply the right systems in the right way. By the end, you’ll have the knowledge and confidence to reduce admin burden, strengthen collaboration and elevate both your role and your firm’s performance.
Lessons
CPD
Knowledge Reflections
User
Course Curriculum