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10 Steps to a Digital Office in the Cloud

Description

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 infrastructure, scanning solutions, document management, client portals, workflow management, cloud • based client accounting systems, security and disaster recovery.

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Learning Objectives

• Recognize the 10 • step process to going digital.
• Apply the process and create a roadmap to get there.

Major Topics

• 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.

Provider
AICPA
Course Level
Basic
Professional Area of Focus
Technology
CPE Field of Study
Computer Software & Applications
2.0
Who Should Attend

Everyone

Instructor(s)
Bryan Smith
Location
Online
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When
Apr 7, 2020
1:00 pm - 3:00 pm EDT
Location
Online
Total CPE Credits
2.0
Format
Webinar
Instructor
Bryan Smith

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10 Steps to a Digital Office in the Cloud


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