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.
Recognize the 10~step process to going digital.
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.
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