Webinars  /  Client engagement
Logan Graf
Logan Graf
Owner | The Graf Tax Co.
LIVE WEBINAR
21 Sep 2026 12pm EDT

Logan Graf on standardizing renewals and engagements

Join this practical webinar for accounting firms looking to simplify renewals, strengthen engagement-letter consistency, and reduce the...

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Jeremy Wells
Jeremy Wells
COO and Head of Tax | Steadfast Bookkeeping
LIVE WEBINAR
14 Sep 2026 12pm EDT

A Q4-ready client onboarding system for Bookkeepers

Join this practical webinar for bookkeepers to learn how to streamline client intake, standardize your onboarding process, and spend less...

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Ben Walker CA
Ben Walker CA
Founder | Inspire - Life Changing Accountants
ON-DEMAND
9 Sep 2026

Practical AML & KYC: Guide to onboarding new clients

Keeping customer due diligence, risk assessment and record-keeping responsibilities clear and manageable from the outset can be a...

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Alex Falcon Huerta
Alex Falcon Huerta
Founder | Soaring Falcon Accountancy
ON-DEMAND
8 Sep 2026

Practical AML & KYC: Protect your firm & simplify onboarding

Since 18 November 2025, Companies House identity-verification requirements for directors and people with significant control (PSCs) have...

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Amy Vetter
Amy Vetter
CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP)
ON-DEMAND
60 mins 27 Aug 2026

Activating the Advisory Mindset

Do you call yourself an Advisor, but in actuality you find you are stuck in the compliance work? Alternatively, maybe you find that you...

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Antoniya Beyriyska
Antoniya Beyriyska
Practice Manager,Director/Shareholder | Ask The Boss
ON-DEMAND
11 Aug 2026

AML & KYC solved with Ignition

That’s the kind of feedback we’re hearing about Ignition Compliance, your AML/KYC solution built directly into Ignition.Ignition...

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Palak Tewary
Palak Tewary
TEP, MBA, FCCA, Director, Price Mann
Paul Miller
Paul Miller
FCA, Founder, Cornish Accounting
Emily Phung
Emily Phung
Account Manager | Ignition
Jacob Vanner
Jacob Vanner
New Business Manager | FYI
ON-DEMAND
17 Jun 2026

Building a friction-free client journey

The most successful firms don't just win new clients. They create a seamless path from proposal acceptance to job delivery.Join...

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Ethan Cooney
Ethan Cooney
Sales & Partnerships Manager, APAC & EMEA | Ignition
ON-DEMAND
17 Jun 2026

30-MIN EOFY CPD MASTERCLASS: Your guide to Compliant engagements this EOFY

From AI usage disclosures and AML obligations to scope clarity and other evolving compliance expectations, many accounting practices are...

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