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MYFIRMSAPP WORKSHOPS THURSDAY
10:15 - 11:00 DAN RICHARDS
Global Sales & Executive Team Member
11 REASONS TO LAUNCH A TAX APP
Discover 11 reasons to launch your own, branded Tax App. This all-new content will enable you
to see for yourself why now, more than ever, accountancy firms are choosing to provide their
clients with a branded App. You’ll be able to walk through the technology, ask
questions and hear stories from scores of other firms who already have an App.
11:15 - 12:00 TONY MARGARITELLI
Chairman, ICPA
THE RULE OF 7
In my presentation I’ll use the old marketing adage, ‘the rule of 7’ to present 7 important facts
for four key topics: MTD HMRC and the Tax Gap, Problem Areas for Practices, The role of the
ICPA and how we can help and How App technology can help and differentiate your practice.
12:15 - 13:00 DAN RICHARDS
Global Sales & Executive Team Member
WHOSE CLIENT IS IT ANYWAY?
In the accountancy landscape, technology and digitalisation are driving unprecedented
change. However the client/firm relationship is still king. Where does the client relationship
start? How can you make a good first impression and set the tone for the relationship? What
steps can you take to build and maintain trust? In a very practical sense how
can you use technology to own and drive the client relationship in the way you
want. Join Dan for the answers and start deploying them within your firm.
13:15 - 14:00 DAN RICHARDS
Global Sales & Executive Team Member
THE POWER OF A BRANDED APP FOR SOLE PRACTITIONERS (AND FIRMS WITH
FEWER THAN 200 CLIENTS)
Discover how hundreds of sole practitioners and small firms are using the MyFirmsApp
platform to: save time for their clients and their firms; deliver expert tax content in the
environment where it matters most; provide powerful tools that more than 250k clients of
other firms are already using to help them with MTD and more importantly –
making your firm digital! The session will include a live product demo covering
the App’s most commonly used features, littered with real anecdotes and
examples from other sole practitioners we’ve built branded Apps for.
14:15 - 15:00 MIKE PAGE
Head of Product Management & Customer Experience
MAKING VAT DIGITAL – YOUR SOLUTION TO THE APRIL DEADLINE
The timetable is subject to change. Please check online or in the digital show guide at accountinglive.co.uk for the latest info. April will soon be upon us. Discover how to take the pain out of MTD for VAT for you and your
clients. An App solution that is already making tax digital (and easy) for 1000+ accountancy
firms and over 250,000 of their clients. Find out how you can easily and affordably use this
App to specifically take care of MTDfV so you can take care of business.
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