VIRTUAL
Demo Day: Client Portals and Document Management
Aug. 26 Rescheduled: Sept. 3
8-11 a.m. Central
Online
Code: 25EV-DD01
Pricing: Free for members / $199 for nonmembers
Registration is closed for this Demo Day.
Agenda
Welcome | 8:10-8:15 a.m. Central
Content Snare | 8:15-8:45 a.m.
Financial Cents | 9-9:30 a.m.
Canopy | 9:45-10:15 a.m.
SmartVault | 10:30-11 a.m.
Overview
CPA Demo Days streamline the initial stages of vendor discovery and evaluation, enabling you to efficiently select new products and services.
Each demo day focuses on a specific product or service category so you can easily compare the different companies all in one day instead of weeks or even months. Leave the Demo Day with an informed shortlist, driving productive and focused conversations with vendors in the future.
How Demo Days work
- 30-minute live product demos from competing solution providers for a specific product/solution category.
- Live Q&A to get answers from vendors and insights from fellow buyers.
- Confidential participation, with no follow-up unless you request it.
Demo Days schedule
All Demo Days start at 8 a.m Central and end times vary based on the number of vendors. Check out the full schedule.
This event is run in collaboration with several state CPA societies and hosted by Matchbox.
