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Course Level :Basic
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Credits :0.5
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Pre-requisites :None
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Advance Preparation :None
0.5 Credit
Subject Area
How your accounting business manages its financial records and connects with its clientele can make a real difference in the success of the business.
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.
Secure web-based information exchange is becoming the norm in the accounting industry.
Investigating any technology solution for your business can be overwhelming.
How do you know if you are asking the right questions and getting the best solution available?
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.
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 through its website: www.NASBARegistry.org.
Marketing, Doc.It Inc
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.
Doc.It® was built by accountants for accountants. We provide document management, workflow, document storage and web portal products that help accounting firms ease the administrative workload and improve data security around repeatable processes as they go about their accounting, tax, audit and assurance work. Doc.It® is solely focused on providing software solutions to accounting firms and their practitioners.
52 Ratings
PL
Dec 23rd, 2021
Good course but making the book easier to find would be appreciated
TH
Feb 26th, 2022
good
IK
Jan 8th, 2022
Seems more like a sales pitch.
0.5 Credit
Subject Area
