Please join us for our follow-up discussion from AAM Summit 2023 and our presentation Speed is the New Currency of Business.

In our presentation, Danny Estrada talked about how firms are learning to break away from repetitive manual tasks that many staff, professionals, and partners have been going through for years. Now he will join a discussion with Zak Pines to discuss in more detail how accounting firms are leveraging Formstack.

During this session, you will learn why Formstack is an easy-to-adopt platform that will accelerate work for your marketing and business development efforts, increase client satisfaction, improve your internal employee work experience, and help to accelerate your pursuits.

Marketers love using Formstack to ensure consistency in branding while also limiting legal liability when engaging and onboarding new clients.  In addition to the discussion, we will also show some examples of Formstack in action that you won’t want to miss.