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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 areas such as: • Infrastructure • Scanning Solutions • Document Management • Client Portals • Workflow Management • Cloud-based Client Accounting Systems • Security • Disaster Recovery

Learning Objectives
  1. Upon completion of this webcast, participants will be able to:
  2. Recognize the 10-step process to going digital
  3. Apply the process and create a roadmap to get there
Major Topics
  1. Infrastructure
  2. Scanning Solutions
  3. Document Management
  4. Client Portals
  5. Workflow Management
  6. Cloud-based Client Accounting Systems
  7. Security
  8. The value proposition for transforming to a digital office model
  9. Understanding what cloud computing really means and the value proposition
  10. 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

Instructor(s)
Bryan Smith
Location
Online
Event Information
When
May 21, 2018
3:00 pm - 5:00 pm EST
Location
Online
Total CPE Credits
2.0
Format
Webcast Replay

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$99.00

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$129.00
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10 Steps to a Digital Office in the Cloud


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