Scaling New Heights: Strange New World 2026
Register: https://www.woodard.com/scaling-new-heights-2026
CPE: 2 hours
“We need additional information for your return.”
“Your return is still waiting on electronic signatures.” …And the list goes on.
Automation has officially taken on the industry. However, with each firm using similar tools, it is easy for firm identity to be lost in the shuffle.
In this panel, we will discuss how three different firms customize their client-facing communications and technology to improve the overall client experience, increase client engagement, and efficiency without sacrificing their unique qualities.
By applying AI, automation, and creative logic, we will help design an ecosystem to provide high-quality, customized client tools that offer upsell opportunities for your additional services, reducing your marketing and sales needs by leveraging your existing client base.