Improve the quality, efficiency and profitability of the services you offer your clients. This webcast provides a 10-step roadmap to building your successful practice in the cloud. You’ll get practical information that includes step-by-step instructions and references to additional resources. We’ll cover infrastructure, scanning solutions, document management, client portals, workflow management, cloud-based client accounting systems, security and disaster recovery.
• Recognize the 10-step process to going digital.
• Apply the process and create a roadmap to get there.
The major subjects that will be covered in this webcast include:
• The value proposition for transforming to a digital office model.
• Understanding what cloud computing really means and the value proposition.
• Overview of the ten steps: Infrastructure, bandwidth, CPA technology toolkit, scanning, document management, workflow, trial balance software, portals, information security and cloud accounting.