Cloud Transition

Cloud-based practices are growing four times faster than their traditional counterparts while enjoying higher profits and better work-life balance.

However, moving to the cloud is about more than buying new software. To optimize your performance, the transition needs to go through your whole firm. Implementing cloud-based tools has implications for workflow, pricing, staffing, and client services.

In this webinar, presented by Damien Greathead, you’ll learn the key steps to transition your firm to the cloud efficiently over 90-days and start reaping the rewards.

  • Identify your technology improvement areas
  • Discover key workflow changes to maximize your efficiency
  • Know how to move your clients onto new systems
  • Examine essential pricing considerations to grow your margins