Best Practice for Your Firm's Workflow

Find out how practitioners of all different shapes and sizes are tackling the subject of implementing workflows in their organisations. 

From the key insights and takeaways from this session you will discover:

  • The major stumbling blocks to implementing workflows

  • The major breakthroughs that successful firms have made

  • What the key ingredients are to get automation buy-in from the team


Go behind the scenes to find out what practitioners really think and feel and what our discussion leaders CCH are doing to help the profession develop their practices on to the next stage of commercial development.

This is the second of three sessions presented by Martin Bissett and Wolters Kluwer, focusing on Workflow. The first session covered the topic of CRM and the final session three, the wider practice management. The 3 session recordings are available to purchase in advance, at a special discount price via the button above,  or you can purchase this first session separately for a limited time.

Session 1: Best Practice for Your Firm's Database presented by Lee Bennett (now available)

Session 2: Automating your practice and task management using workflows presented by Nick Moss (now available)

Session 3: Maximising the potential of your data with business intelligence tools presented by Ian Elder (available late November 2021)


Martin Bissett

Founder of The Bissett Group

Martin Bissett has worked with over 2,000 accounting firms across 44+ countries since 1998, helping them generate over £500m in recurring fees. As an advisor to accounting firms and FinTech companies at board level, his clients include major names like Intuit, Dext, Xero, IRIS, and ICAEW.

A prolific speaker and author, Martin delivers 10-20 keynotes annually and has written 14 books, including the bestseller Passport to Partnership and Never Mind The Bullets. His work is part of accounting curricula in both the UK and US.

Martin’s career spans the globe, including 23 US states, and his expertise has earned him global recognition. More recently, he has published children’s literature with The Climb and Letting Go, with another release planned for 2025.

Introducing Wolters Kluwer

Wolters Kluwer Tax and Accounting UK is a global information, software and consultancy provider, specialising in tax and accounting. They support their customers at every stage, giving them the expert knowledge and software that they can rely on to improve their efficiency, navigate change and adhere to the needs of regulators and customers alike. 

By combining their expert knowledge with their passion for developing future-forward technology, Wolters Kluwer Tax and Accounting UK is a global leader at meeting the needs of their customers.

Experts in providing information, software and services to tax executives who work in complex, compliance-driven environments, Wolter Kluwer's Tax and Accounting UK's innovative and mobile technology creates a future-proofed, end-to-end tax and accounting system, to suit the needs of their clients. 

CCH Central is the one-stop-shop for tax and accounting compliance and practice management with which to manage a clients’ core compliance work from a single screen with access to their accounts and tax returns as well as document and communications.

What's Included?

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    Best Practice for Your Firm's Workflow

    • Best Practice for Your Firm's Workflow(video)

    • Best Practice for Your Firm's Workflow (audio)

    • Best Practice for Your Firm's Workflow Transcript

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