Content Provider
Abacusnext2

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Remote officetools

OFFICETOOLS: PORTAL CHECK-IN FEATURES AND REMOTE QUESTIONNAIRE

THIS 30 MINUTE COURSE DOES NOT QUALIFY FOR CPE
Cost Free
CPE Credits 0.0 hours
Subject Area 0.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This webinar will be geared towards how a client can checkin for their appointment when in the office and the accompanying process with the questionnaires. Additionaly we will cover the way to send clients questionnaires remotely.

Officetools

Chris Thompson has been with the OfficeTools program for 4 years. The first 3 ½ years was in technical support and then moved to training. Prior to OfficeTools, Chris was in the Navy for 9 ½ years in the submarine community, first stationed on a fast attack sub for 4 ½ years and then as an instructor at the Submarine Learning Center in Point Loma, CA.

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

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

Abacusnext2
As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit AbacusNext.com.