Choosing a Client Portal for Your Accounting Firm 0.5 Credit 0.5 Credit
Learning mode
How your accounting business manages its financial records and connects with its clientele can make a real difference in the success of the business.Â
Every accounting firm exchanges financial documents with its clients. However, sending earnings statements and tax documents as email attachments is never a good idea because email is far from being a secure method.
The new era of communication and collaboration between accountants and clients is here.Â
Secure web-based information exchange is becoming the norm in the accounting industry.Â
Investigating any technology solution for your business can be overwhelming.Â
How do you know if you are asking the right questions and getting the best solution available?Â
This CPE E-book will help CPAs and accounting firms understand client portals and to provide a framework for evaluating and selecting a client portal.
Following are the major topics covered in this CPE E-book:
Secure client portal technology has existed for over a decade, on government websites, healthcare, marketing and advertising, and other industries. Improvements in recent years have made client portals even more secure and easier to use, and some portals have features that are particularly useful for accountants and their clients.
| License details | Credits | Status |
|---|---|---|
| Information Technology for Certified Public Accountants (CPA-US) | 0.5 CPE | Approved |
| CPA in Canada | 0.5 CPD | Eligible |
| Certified Management Accountants (CMA) | 0.5 CPE | Eligible |
| Certified Wealth Strategist (CWS) | 0.5 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 0.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Information Technology for Certified Public Accountants (CPA-US) | 0.5 CPE | Approved |
| CPA in Canada | 0.5 CPD | Eligible |
| Certified Management Accountants (CMA) | 0.5 CPE | Eligible |
| Certified Wealth Strategist (CWS) | 0.5 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 0.5 CE | Eligible |
Credits
0.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
After graduating from Queen's University in Kingston, ON in 2015, Cameron went on to begin his career in software development for Doc.It Inc. After a few years of building software tools to contribute to Doc.It's mission of helping accounting firms streamline document management, Cameron moved into a business development role to pursue his passion for the business side of Doc.It. Leveraging the experience of having discussed the challenges of hundreds of firms over his years at Doc.It, Cameron has published several articles on AccountingWEB and LinkedIn to guide accounting firms in exploring the world of the paperless office.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
PL
Good course but making the book easier to find would be appreciated
TH
good
Apr 28, 09:00 AM ET
Apr 28, 09:00 AM ET
Apr 28, 11:00 AM ET
Apr 28, 01:00 PM ET
-1687862643.webp "Excel Accountant: Dealing with Duplicates")
Apr 29, 10:00 AM ET
Apr 29, 12:30 PM ET
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Credit Tracker
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Compliance Reminders
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
Mobile App Access
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
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| Subscription Inclusions | Silver | Gold |
|---|---|---|
15,000+ Hrs of CPE approved Content
Largest content library covering all aspects of professional development. |
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500+ Emerging Subject Areas
Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm. |
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50+ State- Specific Ethics Courses
Stay compliant with ethics requirements for every state. |
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50+ State Compliance Packages
Pre-selected courses for quick compliance, saving time and effort. |
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100+ Advanced Certification Programs
Expert-led programs to build advanced expertise and strengthen your career credentials. |
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AICPA Eligibility Programs (CFF, ABV, PFS)
Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion. |
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Compliance Tracker and Credit Vault
Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker. |
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Instant Certification and Fast Reporting
Instant reporting to IRS, CFP Board, and other governing bodies. |
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