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 The major subjects that will be covered in this course include: • 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.
Anyone who is involved in procuring, implementing or applying technology in a business office
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