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.
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.
"Great information and product!"
"Prasad did a great job clearly spelling out how the App can help a business."
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.
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