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ICAEW Virtually Live

How automation can improve client relationships

Katie Hoare is Global Head of Practice Solutions at Dext and a speaker at ICAEW Virtually Live 2021 Mark McNee, Enterprise Business Development Manager, Receipt Bank and a speaker at ICAEW Virtually Live 2021

Speakers: Dext's Katie Hoare, Mark McNee

Schedule: 15 Jun 2021 11:45 - 12:25 BST

Overview

In this session, accounting industry insiders Mark McNee and Katie Hoare will cover a range of topics under the theme of how automation in accounting can help you improve your client relationships.

Mark and Katie believe that automation opens the door to providing more advisory services and becoming an invaluable partner to your clients. Good automation reduces the amount of time you spend on compliance work and gives you better insights into your data.

They will discuss:

  • Multi-integrated solutions: how software like Dext Connect can facilitate automation.
  • Remote working: how to get a snapshot of your task management without the ability to have internal meetings.
  • New ways of working: what lessons can you learn from a year of remote work? What tools and techniques will you continue to use?
  • Improving client relationships: how software like Dext Prepare and Dext Precision can facilitate the development of your advisory services by cutting the time you spend on compliance.
  • Market choice: how do you choose the right accounting software for your business when there’s so much choice? Why Paul and Katie believe you should choose Dext.
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Katie Hoare is Global Head of Practice Solutions at Dext and a speaker at ICAEW Virtually Live 2021
Katie Hoare Global Head of Practice Solutions, Dext

Katie worked in practice for 13 years at Wright Vigar and managed their digitalisation project. She is also an experienced accounting solutions consultant.

Mark McNee, Enterprise Business Development Manager, Receipt Bank and a speaker at ICAEW Virtually Live 2021
Mark McNee Enterprise Business Development Manager, Dext

An experienced finance industry professional with 15 years’ experience with technology and accountancy firms. Starting his working life as an engineer, problem solving and process efficiency have always been Mark’s main focus. Having spent two years with Intuit QuickBooks he is well versed in MTD and the digital revolution happening in accountancy.

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