10 Steps to a Digital Office in the Cloud
Improve the quality, efficiency, and profitability of the services you offer your clients. This webcast provides a 10-step roadmap to building your successful practice in the cloud. You’ll get practical information that includes step-by-step instructions and references to additional resources. We’ll cover areas such as: • Infrastructure • Scanning Solutions • Document Management • Client Portals • Workflow Management • Cloud-based Client Accounting Systems • Security • Disaster Recovery The major subjects that will be covered in this course include: • The value proposition for transforming to a digital office model • Understanding what cloud computing really means and the value proposition • Overview of the ten steps: Infrastructure, bandwidth, CPA technology toolkit, scanning, document management, workflow, trial balance software, portals, information security and cloud accounting.
- Recognize the 10-step process to going digital
- Apply the process and create a roadmap to get there
Professional Area of Focus
CPE Field of Study
Who Should Attend
12:00 pm - 2:00 pm