Workshops
CPB Canada workshops are presented by industry experts and thought leaders from the world of business and accounting.
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Join us for a webinar to explore Zoho Practice, a comprehensive practice management software designed to meet the needs of today’s bookkeepers. In this webinar, we’ll walk through how Zoho Practice can streamline workflows, consolidate client engagements, and foster instant collaboration, empowering you to concentrate on providing exceptional service.
Learning Objectives:
- Understand the core features and benefits of Zoho Practice for bookkeeping professionals.
- Learn how to set up and manage workflows, tasks, and client communications within the platform.
- A walkthrough of Zoho Practice Ledger and Workpapers powerful features.
- Learn how Zoho Practice seamlessly integrates with other Zoho applications like Zoho Books and fosters better client relationships.
- Explore real-world use cases of Zoho Practice to improve efficiency and compliance.
Presenter: Dwarkesh R
Dwarkesh is a Product Support Engineer at Zoho, with over three years of dedicated experience in the support team. He began his journey at Zoho Books, where he provided frontline technical support for the company’s products. After three years in this role, he transitioned to supporting Zoho Practice, a practice management platform.
In his current position, he leads product support and handles pre-sales, overseeing the resolution of critical technical issues and working closely with the product development team to improve product performance and reliability. His strategic approach to support management has greatly minimised client downtime and optimised support operations. Outside of work, he indulges in playing cricket and football and loves to travel.