10 Steps to a Digital Office in the Cloud
Wednesday, December 13, 2017
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.
- Recognize the 10-step process to going digital
- Apply the process and create a roadmap to get there