CPAacademy.org | POWERING YOUR FIRM IN ANY SITUATION WITH A

Content Provider

Self-Study CPE

6 STEPS TO AN EXTRA 100K FOR YOUR BOOKKEEPING FIRM
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UNLOCKING FINANCIAL EFFICIENCY WITH RAMP
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INTRODUCTION TO FIRMTAMER PRACTICE MANAGEMENT SOFTWARE: LIVE DEMO
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BILL SPEND & EXPENSE: THE POWER OF CLIENT ADVISORY SUCCESS AT PARABLE ACCOUNTING
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BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING
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Powering Your Firm in Any Situation with a Cloud-Based Tech Stack

Includes Software Demo

Computer Software and Applications

POWERING YOUR FIRM IN ANY SITUATION WITH A CLOUD-BASED TECH STACK

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Other

Course Description

Firms that are safe from the unforeseen and ready for the future attribute three steps to their success: a firm vision, a proactive plan, and a cloud-based tech stack that when used together enables business continuity in any situation. Join us for this webinar to learn how to evaluate cloud-based apps and hosting providers to meet your firm goals.

Learning Objectives:

Help understand risks to your business that are out of your control

Discuss how aligning your tech stack to your firm’s vision allows you to take back control of your business

Provide simple steps to develop proactive plans to prepare for disaster recovery

Show how Intuit Lacerte powered by Right Networks + SmartVault can provide a cloud-based tax technology stack that provides the security & reliability of the cloud without compromising on the features you need to stay efficient

William Madrid

SmartVault
Senior Account Manager

(866) 674-6785

William's mission is to make people’s lives better at work by freeing them from routine or repetitive tasks and inspiring them to look for other ways to add value to their business or personal life.

Kevin Reinard

Intuit Accountants
Product Specialist
kevin_reinard@intuit.com
(916) 798-4604

Kevin Reinard has been with Intuit for over 34 years. He has served Intuit customers in various functions, including product management and sales. Kevin’s expertise has been focused largely on customer-training activities, including webinars, recorded videos, and face-to-face events. Kevin is a Registered CA (CTEC) tax preparer.

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved

CPAacademy.org (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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.