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. 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.
When you complete this webcast, you will be able to:~Recognize the 10-step process to going digital.~Apply the process and create a roadmap to get there.