CPA - medium firm
Other
See how Citrix ShareFile® improves efficiency, safeguards your documents, fosters collaboration with clients, and pays for itself throughout the year. This demo will show you how ShareFile allows you to:
• Reduce paperwork by sending and receiving client documents electronically
• Send large, encrypted files right from your inbox
• Access and edit your documents from anywhere
• Have clients e-sign documents using RightSignature™
• Integrate all of this with your existing tax software (e.g., QuickBooks)
|
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
-
Identify ways that Citrix ShareFile’s cloud-based solution helps accounting professionals improve their workflow (including how to share, edit, sign, and store documents electronically).
- CPAacademy self-study courses are online.
- The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
- Per NASBA guidelines, you have one year from date of purchase to complete each program.
- Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
- Print your own certificate of completion on the spot upon passing the exam.
- Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
- Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
| 0:00 | ||
| 16:40 | ||
| 22:25 | ||
| 26:40 | ||
| 2:20 | ||
| 3:00 | ||
| 3:30 | ||
| 4:35 | ||
| 7:30 | ||
| 10:50 | ||
| 14:00 | ||
| 15:00 |
Fletcher Martin
Truss
GTM Expert
fletcher@gettruss.io
Fletcher Martin, CEO of Three H’s Consulting and GTM Expert for Truss, has a deep understanding of the accounting space by cumulating 10+ years of working in the accounting software industry. His previous roles include Director, of ShareFile for Accountants as well as holding VP titles for various startups. Fletch is a Western Carolina University grad, class of 2009 and spends his off time on the golf course, perfecting his pizza recipe, and hanging out with his godchildren and nephew.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.