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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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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
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5 "ZAPS" YOU CAN USE TO AUTOMATE YOUR PROCESSES
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USING QB ONLINE ACCOUNTANT PRACTICE MANAGEMENT TOOLS TO ORGANIZE WORKFLOW
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EVOLVING COMMUNICATION THROUGH GROUP CHAT SOFTWARE
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Free cpe webinars
How to Get Your Own Firms’ Custom App Live for Tax Season

HOW TO GET YOUR OWN FIRMS’ CUSTOM APP LIVE FOR TAX SEASON

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

Having a specialized app for your CPA firm provides solutions for so many key problems. MyFirmsApp created the perfect app package that allows every firm to have the perfect digital experience. Clients like Jennifer Brazer at Complete Controller say that, "We are thrilled with our App. Our clients love the functionality. Potential clients are using it as well, and we are branding to them every time they open the APP, just as intended."

Our clients love the functionality and end users get the perfect branding experience every time they use the app, just as intended. Tax season is no-doubt a busy time, but it is also an unrivalled opportunity to engage with new clients. We want to help you use this time to your advantage.

Course Objectives:


  • Gain a market update

  • View a MyFirmsApp product demo

  • Hear experiences of other firms and an exclusive offer for webinar attendees

Linkedin
Myfirmsapp2

Daniel is Head of Sales and a member of the executive team at MyFirmsApp – the global leader in Apps for CPAs, EAs and Tax agents. He is passionate about helping firms establish and maintain a key role in the always-on App environment which plays such an important part in our daily lives. Daniel has been involved in helping professional service firms grow and make the most of new techniques, strategies and technology for over 17 years. He is considered to be a thought-leader, is a renowned speaker, and is the go-to-guy for firms and professional bodies when it comes to Apps for professional firms. He has hundreds of testimonials from large and small firms alike, has presented to thousands of firms through the MyFirmsApp and webinars, and regularly speaks for the professional bodies and membership organizations.

Handout Materials
Presentation Slides
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

Myfirmsapp2
MFA is a fast-growing fintech company that has developed a flexible, powerful and feature-rich mobile platform App that can be branded and tailored for firms of accountants and other finance professionals around the world. Founded in the UK in 2013 by CEO Joel Oliver, MFA has rapidly carved out a significant presence in the global App marketplace. Already, they have created Apps for almost 1000 professional firms across the world. It is the only App in the world for professional firms that is fully compliant, approved and endorsed by many of the major accountancy bodies. The MFA App’s success is largely because it benefits professional firms on many levels. In a rapidly evolving business world, it provides firms with a sophisticated, customised and fully branded tool that gives firms an essential mobile presence on clients’ Smartphones and tablets; it is also a highly effective marketing tool, helping firms to quickly and easily impress potential clients.