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Self-Study CPE
RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
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OFFICETOOLS: DMS METHODS
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RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"
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OFFICETOOLS: ASK US ANYTHING
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OFFICETOOLS: PROJECTS TIPS AND TRICKS
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RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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USING QB ONLINE ACCOUNTANT PRACTICE MANAGEMENT TOOLS TO ORGANIZE WORKFLOW
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5 "ZAPS" YOU CAN USE TO AUTOMATE YOUR PROCESSES
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EVOLVING COMMUNICATION THROUGH GROUP CHAT SOFTWARE
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Free cpe webinars
Take Back Your Time: Save Time with Online Document Management

TAKE BACK YOUR TIME: SAVE TIME WITH ONLINE DOCUMENT MANAGEMENT

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

On average, employees spend 1.8 hours every day searching for and gathering information and files. Traditional document management can be repetitive, cumbersome, and time intensive. In this webinar, learn how online document management can streamline everything from document signatures and organization to the ways you communicate and share files with clients.
 
Join us for this live, one-hour session to learn:


  • The key differences between traditional and smart document management

  • The benefits of online document managements

  • Risks associated with traditional, paper documents

  • How to use tools like SmartVault to streamline client communications and files


Plus, we’ll save time at the end for live Q&A!

Linkedin

Ivy Donnie

SmartVault
Director of Sales
ivy.donnie@smartvault.com
(713) 479-5432

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Ivy Donnie is the Director of Sales at SmartVault, an all-in-one solution for online document storage and secure file sharing built for accounting and business professionals.

Additional Materials
Webinar FAQs
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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Founded in 2008, SmartVault is striving to give people a better life at work. So in your business, you can spend less time and money filing, retrieving, copying and sharing files and more time growing your businesses and making money.