Join us for a live software demonstration and find out how OfficeTools WorkSpace combines workflow, firm management, scheduling, billing, and documents to help you capture more billable time and increase firm profitability.
During this one hour demonstration, we will cover how to improve workflow, manage staff and seamlessly integrate more processes and applications. All of this is the basis for cutting down administration costs and increasing billable time.
We will review areas of the software which include contact management, staff calendaring, time tracking and integrated document flow. With WorkSpace, you will no longer miss deadlines, lose documents and spend late nights managing your firm. This software can transform your firm and you reach your potential.
Learn why integration is at the foundation of better systems.
Discover why firms are ready to implement practice management system like never before.
Find out what a thorough review of your office procedures can do when combined with the right technology.
"I learned a lot about office tools."
"Great webinar, good product demonstration as well on how to improve workflow."
"The instructor presented the materials in an easy to understand format."
"Looks like the Office Tools Team has thought of everything, and been most mindful of data security, too, in the process."
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.
CPAwebengage, Inc. (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.learningmarket.org.
CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211