How to move to a virtual and paperless tax practice.

Download the whitepaper to learn how Lisa Brann moved her practice entirely to a virtual environment

Lisa has spent 25 years in the world of accounting firms and began her own "virtual practice" decades ago. With the increased need for social distancing, Lisa's expertise can be applied in your own practice to adapt and continue to grow.


Within the whitepaper you'll see how Lisa:


  • Attracts and retains clients virtually
  • Uses technology, including must-haves and nice-to-haves
  • Works with clients remotely
  • Manages staff remotely
  • Assesses her tech stack


You'll also get plenty of tips and tricks to make it all work. Get the whitepaper today and see how your practice can take advantage of a fully virtual workflow.


Whitepaper provided by ProConnect Tax


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