Enhance Remote Operations with Virtual Mailbox Management
Enhance Remote Operations with Virtual Mailbox Management
Enhance Remote Operations with Virtual Mailbox Management
Previously Recorded: Tuesday, February 11, 2025
Previously Recorded: Tuesday, February 11, 2025
Webinar Overview
In today’s remote-first world, accounting firms and their clients face unique challenges managing physical mail and maintaining efficient operations. Join us for an engaging discussion with Rachel Fuller, Global Director of Accounting Firm Partnerships at Escalon, and Katie Nelson, SVP and Head of Operations at Arightco, as they share how Stable’s virtual mailbox and address platform has transformed their workflows.
Discover how top accounting firms use Stable to digitize mail handling, simplify document management, and enable remote teams to operate seamlessly while maintaining client satisfaction and professionalism.
Rachel will discuss Escalon's journey from traditional mail systems to Stable’s streamlined digital solution, highlighting how it improved their operational efficiency and client communication.
Katie will share Arightco's strategies for managing a distributed team while leveraging Stable’s platform to deliver exceptional service to a diverse client base.
Learning Objectives:
Identify strategies for streamlining mail handling processes using Stable’s virtual mailbox platform to enhance workflow efficiency and reduce reliance on physical office space.
Evaluate the benefits of centralized mail processing and secure digital access for maintaining professionalism and improving client communication.
Analyze tools and strategies for optimizing collaboration and flexibility in remote work environments to enhance team productivity.
Develop a practical plan for implementing Stable’s features, including mail scanning, electronic check deposits, and document storage, to improve operational efficiency and client service.
Field of study: Business Management & Organization
In today’s remote-first world, accounting firms and their clients face unique challenges managing physical mail and maintaining efficient operations. Join us for an engaging discussion with Rachel Fuller, Global Director of Accounting Firm Partnerships at Escalon, and Katie Nelson, SVP and Head of Operations at Arightco, as they share how Stable’s virtual mailbox and address platform has transformed their workflows.
Discover how top accounting firms use Stable to digitize mail handling, simplify document management, and enable remote teams to operate seamlessly while maintaining client satisfaction and professionalism.
Rachel will discuss Escalon's journey from traditional mail systems to Stable’s streamlined digital solution, highlighting how it improved their operational efficiency and client communication.
Katie will share Arightco's strategies for managing a distributed team while leveraging Stable’s platform to deliver exceptional service to a diverse client base.
Learning Objectives:
Identify strategies for streamlining mail handling processes using Stable’s virtual mailbox platform to enhance workflow efficiency and reduce reliance on physical office space.
Evaluate the benefits of centralized mail processing and secure digital access for maintaining professionalism and improving client communication.
Analyze tools and strategies for optimizing collaboration and flexibility in remote work environments to enhance team productivity.
Develop a practical plan for implementing Stable’s features, including mail scanning, electronic check deposits, and document storage, to improve operational efficiency and client service.
Field of study: Business Management & Organization
Register To Watch The Webinar
Note: This webinar is eligible for free CPE credit. To receive credit, attendees must attend the entire webinar and respond to the polling questions. A course survey will be offered following the program.
Webinar Overview
In today's increasingly digital and remote work environment, accounting firms face growing challenges in maintaining security, ensuring compliance, and managing client information effectively. Join us for this informative webinar where Anna Khayet, Accounting advisor to Stable guides a discussion with Rachel Fuller, Partnerships Leader at Escalon, and Katie Nelson, SVP & Head of Operations at Alrightco, on how a virtual office solution can address these challenges.
Uncover how features like digital mail management, virtual addresses, and secure document storage can support your firm's commitment to data protection and regulatory compliance while enabling a flexible and productive work environment for your team.
Learning Objectives:
Upon completion of this webinar, participants will be able to:
Assess mail-related security and compliance risks associated with traditional office setups and remote work environments in accounting firms. Understand the vulnerabilities related to physical mail handling, data storage, and client communication
Evaluate how a virtual office solution can mitigate these risks and enhance compliance with key regulations. Learn how Stable's mail platform addresses data security, document management, and access control to meet the specific needs of accounting firms.
Analyze the benefits of a virtual office solution for supporting remote work and flexible staffing models. Discover how Stable can help firms optimize communication, collaboration, and workflow efficiency in a distributed work environment.
Develop strategies for implementing a virtual office solution to improve efficiency and client service in your accounting practice.Gain practical insights from industry experts on integrating Stable with existing workflows, optimizing communication, and maximizing the benefits of a digital mailbox for both your team and your clients.
Register To Watch The Webinar
Presenters
Presenters

Katie Nelson
SVP & Head of Operations
Arightco
Katie Nelson has served as SVP & Head of Operations for Arightco since February 2013. Before Arightco, she worked at Involver Inc, C&D Appraisal and SAR Asset Management.

Rachel Fuller
Global Director of Accounting Firm Partnerships
Escalon Services
Rachel Fuller currently serves as Global Director of Accounting Firm Partnerships for Escalon Services, the leading back-office services provider. Before joining Escalon, Rachel served as CFO for Mystic Waters Pool & Spa.

Katie Nelson
SVP & Head of Operations
Arightco
Katie Nelson is a seasoned finance and operations leader with over a decade of experience at Arightco, a firm specializing in providing accounting and HR solutions for growing businesses. She brings a wealth of knowledge in managing remote teams, optimizing workflows, and ensuring client satisfaction.

Rachel Fuller
Global Director of Accounting Firm Partnerships
Escalon Services
Rachel Fuller is a results-driven accounting professional and Global Director of Accounting Firm Partnerships at Escalon, with expertise in financial management, operations, and technology solutions. She's passionate about helping firms optimize efficiency and client service in the digital age.
NASBA ID: 137505
NASBA ID: 137505


Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
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NASBA ID: 137505

Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.