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Self-Study CPE
KEEPING TAXPAYER DATA SECURE
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Connectingwithclients officetools

CONNECTING WITH CLIENTS THROUGH FIRM PORTALS, KIOSKS AND ESIGNATURES

Cost Free   CPE Credits 1.5 hours   Subject Area Information Technology  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
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Course Description

Today’s accounting and tax firms are constantly hearing a voice that demands they stay current with technology. This session will help firms differentiate between good, bad and best practices when implementing new technology.  Specifically, technologies that help firms communicate, connect and collaborate with their clients.  We will discuss how to improve information delivery, smooth client engagements and reduce tax season workload.  Join us as we explore hosted portals, scheduling systems, document workflows and more during this informative session.  

Learning Objectives

  • Learn what benefits portals provide and why they are more effective and secure than email.

  • Discover how implementation of new client facing systems increases client referrals.

  • Find out what clients want when connecting with their accounting or tax firm.

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Michael Giardina (old)

Office Tools
EVP of OfficeTools Product

(661) 794-2220

Michael Giardina is the Designer and Architect of the OfficeTools WorkSpace™ and WorkSpace™ Online software. Michael has owned a tax practice, worked for multiple firms and provided consulting to over 500 firms. Michael routinely speaks at Accounting & Tax Conferences and webinars on the benefits of technology and effective firm management. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado.

Handout Materials
Presentation Slides
Additional Materials
Brochure
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

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

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Office Tools is the leading provider of practice management software and resources for firms in the accounting profession. Its primary products, Workspace™ and Workspace™ On-Line, combine a suite of core accountant/tax firm applications that handle contact management, tasks, due dates, document management, time tracking, billing, and workflow management into an integrated solution that is operated from a single interface. Office Tools also provides the Annual Practice Management and Tech Conference for members of the accounting industry and My Office Today, a print/online publication that offers resources from industry experts in three main sections: practice management, technology, and marketing.