This is a members only event.
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ZOOM MEETING: Please pre-register. Access instructions for Zoom will be sent the day before the call.

The main discussion for this meeting will be leveraging the software you have to manage client relations.

Do you feel like there's more your software can do for you, but you don't know where to start? We'll share best practices and practical tips on how to get the most out of what you're already using.

Bring your coffee, your questions and your ideas to share and join us for what is always a lively discussion!

Do you have other items you'd like to discuss? This is an open forum - we never limit discussion. We've got experts on board who can help you with cyber security, client portals, accounting software, Office 365, and more. 

Roundtable attendance is free and open only to CTCPA members in good standing. 

Hosted by the CTCPA Technology Committee.


The Technology Council strives to educate and assist CTCPA members with all aspects of technology, with particular focus on technologies that touch the accounting world.

The committee welcomes all types and levels of experience for a free exchange of ideas and expertise.

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