CUSTOMER WEBINAR
How savvy firms get the most out of Plooto for each client
May 14, 2026 @ 1 pm ET / 10 am PT
Watch our recorded session designed to ensure you know exactly how Plooto can support your firm, whether you’re a longtime customer or just getting started. We covered the full scope of what the partnership offers, how to use it to add more value for your clients, and how your Customer Success Manager (CSM) can help you review your client base and set up Plooto to support their specific needs.
Watch the recording to:
- Understand exactly what your CSM can do for your firm, your team, and your clients
- Hear tips from a fellow accounting firm on how to build Plooto into your practice to get the best results
- Identify which five client types get the most from Plooto and how to spot them in your book of business
- Review what is available through our newly launched Partner Program and how to take full advantage of it
- Get a look at what is ahead, plus live Q&A