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OFFICE TOOLS WORKSPACE: IMPROVE DELEGATION, TRACKING AND WORKFLOW

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CPA - small firm
CPA - medium firm
Other 
Course Description

Come and see live in a software demonstration how Office Tools software improves delegation, tracking and workflow while increasing client service, manager awareness and firm profitability.

During this 1 hour demonstration we will cover how to improve workflow, manage staff and seamlessly integrate more processes and applications. All of this is the basis for cutting down administration costs and increasing billable time in firms. We will review areas of the software which include contact management, staff calendaring, time tracking and integrated document flow. With this product you will no longer miss deadlines, lose documents and spend late nights managing a firm. The many features we combine together create the leading Practice Management program called Workspace ™. This software can actually transform your firm and helps your firm reach it’s optimal potential.

Learning Objectives

  • Learn why integration is at the foundation of better systems.

  • Discover why firms are ready to implement practice management system like never before.

  • Find out what a thorough review of your office procedures can do when combined with the right technology.

Testimonials

"Excellent Information."

"I learned a lot about office tools."

"Good information!"

"Great webinar, good product demonstration as well on how to improve workflow."

"The instructor presented the materials in an easy to understand format."

"Looks like the Office Tools Team has thought of everything, and been most mindful of data security, too, in the process."

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (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.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor
Cpawebengagelogo

At CPAacademy, we believe in the utilization of free live online education to support our clients in maximizing exposure and selling their professional services. As the accounting industry’s most innovative independent source for online education, the strength of CPAacademy.org comes from our community of presenters and sponsors.