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