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EXPLORE WORKSPACE: MANAGING YOUR ENTIRE FIRM FROM A SINGLE SCREEN

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 19, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Join us for a live software demonstration and find out how OfficeTools WorkSpace combines workflow, firm management, scheduling, billing, and documents to help you capture more billable time and increase firm profitability.

During this one 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.

We will review areas of the software which include contact management, staff calendaring, time tracking and integrated document flow. With WorkSpace, you will no longer miss deadlines, lose documents and spend late nights managing your firm. This software can transform your firm and you reach your 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.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Philip Phares

AbacusNext
Director of Education
pphares@abacusnext.com
(888) 667-8440

Abacusnext2

Philip Phares has worked in Information Technology since 2001 and has over 15 years of experience in instruction and training. As a small business owner he began working with Office Tools in 2010 as an IT consultant and support technician. Philip has been involved in the development of the current and future Office Tools Products and speaks regularly at National Summits and Conferences. Currently the Director of Education, he has consulted, trained and helped implement and apply best practices for hundreds of offices across North America.

About Our Presenter

Officetools
OfficeTools accounting practice management solutions give you everything you need to run your firm. Organize client data, track due dates, manage staff and workflow, automate billing, and take advantage of backoffice integrations to automate your practice, align your team, and delight your clients. Our extended product portfolio includes payment processing, cloud hosting, and document automation solutions designed to make work easier for your firm.