Overview   

 In our previous webinar titled Automate your practice with Practice Ignition, we introduced you to Practice Ignition where we gave you an overview of its excellent features. 

In this second instalment we deep dive into Practice Ignition where you'll learn how to customise the Practice Ignition (PI) building blocks and collate them into a beautifully presented automated electronic proposal that your clients can sign online. We’ll be taking you through how you can use PI’s powerful reporting features to gain insights into how your business is performing and how you can keep on top of unbilled work and invoices in your accounting ledger.  

During this webinar we will also share with you a typical workflow you can build using PI’s integration with Zapier, a sophisticated means of connecting common apps found in your tech stack to automate and scale your processes. 

Join Practice Ignition's Will Dutton, James Hudson, and Jack Farrant on 6 May 2020 from 3:00 p.m to 5:00 p.m where you will learn how to become more efficient with PI by building proposal templates and re-engaging with your clients en masse, quickly and smoothly. 

Click here for more information on Practice Ignition. 

Learning objectives  

  By the end of this event the participant will: 

• Understand how Practice Ignition works; 

• Know how to use Practice Ignition's building blocks; 

• Understand how to use Practice Ignition's reporting features; and 

• Understand how a typical workflow works on Practice Ignition. 

Learning objectives  

  By the end of this event the participant will: 

• Understand how Practice Ignition works; 

• Know how to use Practice Ignition's building blocks; 

• Understand how to use Practice Ignition's reporting features; and 

• Understand how a typical workflow works on Practice Ignition. 

Content 

  The webinar will cover the following topics:  

• Practice Ignition building blocks. 

• Adding videos and marketing brochures. 

• Reporting features. 

• Building a typical workflow. 

Obtaining your CPD certificate 

  This webinar is free and you will qualify for 2 CPD hours.  

  About the presenter 

  Will Dutton  

Will Dutton has a passion for building businesses and empowering the people involved to grow. Coming from an entrepreneurship background, Will Dutton built a coffee chain brand in South Africa called vida e caffè. He took the business from 3 stores to more than 180 stores internationally in 12 years. Currently he is Head of Partnerships for Practice Ignition in South Africa.  

James Hudson 

James works closely with accounting practices every day to help them simplify their client onboarding process and find success with Practice Ignition.  With over three years of experience in the accounting software industry, James loves debits and credits almost as much as he enjoys helping accountants and their clients find solutions to improve their working lives. 

Jack Farrant 

Jack is an ex-mathematician who loves to help firms automate their processes through the use of tech. He knows some killer cocktail recipes and can often be heard telling weird and wonderful facts.

Who should attend 

  The following persons will benefit from attending this webinar: 

• Professional Accountants including: RA(SA), CA(SA),PA(SA) and BAP(SA); 

• Bookkeeping/accounting and audit practice owners;  

• Accounting/bookkeeping and audit practice trainees. 

  Price 

This webinar is free. 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series).

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

  Additional material 

  By attending this webinar you will be provided with: 

• Summarised slide presentation 

• Reference documents and / or course material where available 

• You can ask questions during the webinar and you will also have access to me the presenter after the webinar 

Deep dive into Practice Ignition, learn how to add videos, marketing brochures and create an awesome first impression.