10 Steps to a Digital Office in the Cloud

  • Wednesday, December 13, 2017

    2:00pm – 4:00pm
  • 2
    Computer Science

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.


After this course you will be able to:
  • Recognize the 10-step process to going digital
  • Apply the process and create a roadmap to get there

Additional Information

Designed For

Anyone who is involved in procuring, implementing or applying technology in a business office


American Institute of CPAs

Field of Study

Computer Science

Course Number


Level of Knowledge


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