Realize Community - Practice Management Ask Me Anything
Choosing Practice Management software is such a big decision for you as a firm owner and there are so many tools to choose from.
Jason Staats is hosting a Practice Management Ask Me Anything session.
The panellists are his Advisors In Residence*, with expertise using tools like Canopy, Financial Cents, Karbon, Keeper and TaxDome.
Jason is going to be asking us about everything - from features to support, onboarding, client/team adoption, and whatever else you want to pop in here.
Please join us for this special Realize meetup, where we can pick the group's brain for an hour.
What is each PM tool best at right now?
What are they not great at right now?
What new stuff are you most excited about?
How is the onboarding process?
How has adoption been with clients and team members?
Client portal wins and woes?
This session will be recorded *and run as a live stream inside the community.** So simply come to this event page to join the fun (no Zoom links).
*Realize members have the opportunity to book a 50-minute session with each of his advisors once/quarter as part of your membership fee - super valuable perk.
**This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!