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Self-Study CPE
ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
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SERVE A GREATER PURPOSE IN CLIENT ESTATE PLANNING THROUGH CHARITABLE GIVING
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Workspace officetools

EXPLORE WORKSPACE: MANAGING YOUR ENTIRE FIRM FROM A SINGLE SCREEN

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Other 
Course Description

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.

Learning Objectives

  • 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.

Testimonials

"Excellent Information."

"I learned a lot about office tools."

"Good information!"

"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."

Linkedin

Philip Phares

Office Tools
Director of Education
philipp@officetoolspro.com
(888) 667-8440

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Philip Phares has worked in Information Technology since 2001 and has over 15 years of experience in instruction and training. As a small business owner he began working with Office Tools in 2010 as an IT consultant and support technician. Philip has been involved in the development of the current and future Office Tools Products and speaks regularly at National Summits and Conferences. Currently the Director of Education, he has consulted, trained and helped implement and apply best practices for hundreds of offices across North America.

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

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.nasbaregistry.org.

CPAwebengage Inc. 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.