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
Upon completion of this webcast, participants will be able to:
Recognize the 10-step process to going digital
Apply the process and create a roadmap to get there
Major Topics
Infrastructure
Scanning Solutions
Document Management
Client Portals
Workflow Management
Cloud-based Client Accounting Systems
Security
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
Anyone who is involved in procuring, implementing or applying technology in a business office