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Mobiledashboard statx

SETTING UP A MOBILE APP DASHBOARD FOR QUICKBOOKS ONLINE: DEMO

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
CPA - large firm 
Integrates withXero, QuickBooks Desktop, QuickBooks Online 
Course Description

The world is moving to mobile. CPA and Accounting firm clients expect up-to-the-minute information and are eager to move past weekly email updates. This course will cover the benefits of mobile dashboards for CPAs, Accountants and their clients. This course will show you how to migrate your financial updates to mobile and speed up collaboration, approvals & decisions.

For maximum benefit, install the free StatX app from Apple App Store (iOS) or Google Play Store (Android) before the class. You will be able to follow-along with the Instructor to set up StatX app, configure QuickBooks Online account and start sharing it with clients.

Learning Objectives

  • Understand mobile impact on client communications for Accountants and Professional Service providers.

  • Benefits of migrating from legacy email and pdf reporting to mobile dashboards.

  • Steps to set up an automated mobile dashboard for QBO using StatX.

Testimonials

"Great information and product!"

"Prasad did a great job clearly spelling out how the App can help a business."

Linkedin

Prasad Raje

Statx
CEO & Founder
prasad@statx.io
(650) 397-1636

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Prasad Raje is CEO of StatX Inc. and oversees overall business and product strategy and drives day-to-day company operations. Prasad was previously CEO of Instantis (acquired by Oracle) and has 20+ years of experience in mobile, SaaS and business collaboration and communication software.

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.nasbaregistry.org.

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

About Our Presenter

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StatX Inc. is changing the way business collaborates. StatX is a mobile dashboard app available in Apple App Store (iOS), Google Play Store (Android) and QuickBooks App Store.