10 Steps to a Digital Office in the Cloud

Date: December 13, 2017 Time: 2:00 pm - 4:00 pm EST Location: Online CPE: 2 Format: Webcast
EVENT 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 areas such as: • Infrastructure • Scanning Solutions • Document Management • Client Portals • Workflow Management • Cloud-based Client Accounting Systems • Security • Disaster Recovery

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.
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Technology
CPE FIELD OF STUDY
Computer Science* (2.0 Credits)
WHO SHOULD ATTEND
Anyone who is involved in procuring, implementing or applying technology in a business office
INSTRUCTOR(S)
John Higgins
COURSE LEVEL
Basic
LOCATION
Online Webcast
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