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Self-Study CPE
ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
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REASONABLE COMPENSATION REPORTS SOFTWARE DEMO
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SERVE A GREATER PURPOSE IN CLIENT ESTATE PLANNING THROUGH CHARITABLE GIVING
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Citrix sharefile demo ss

CITRIX SHAREFILE DEMO: THE SIMPLE, SECURE DOCUMENT MNGT SYSTEM FOR YOUR FIRM

CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)0.5 hours  CPE0.5  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateMar 22, 2016  Date OfferedMar 22, 2016  Who should attend?CPA - small firm
CPA - medium firm
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Course Description

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)

Learning Objectives

  • 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).

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Frequently Asked Questions
  • 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.

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Citrixsharefilescreen

Fletcher Martin is responsible for the Healthcare, Accounting, Finance vertical sales teams and Inbound Phone Sales team for Citrix ShareFile.

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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.nasbaregistry.org.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Citrixsharefilescreen
Citrix ShareFile helps businesses exchange files easily, securely and professionally. Jesse Lipson launched ShareFile in November 2005. For six years, he grew the company with no outside capital to almost 20,000 paying corporate customers and 3 million business users in more than 100 countries. In October 2011, Citrix Systems announced its acquisition of ShareFile. Citrix ShareFile now has more than 50,000 corporate customers and 17 million users around the globe.