CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Best Practices in Accounting Document Management

  • CPA (CA)
  • CPA (US)
Best Practices in Accounting Document Management

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)

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Oct 21, 2021 | 09:00 AM EDT View Details

Stratgeic Planning Essentials for Nonprofit and Small Businesses

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IRS Representation Series - Circular 230 Ethics and Updates

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How To Accurately Prepare the 709 Gift Tax Return

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Demystifying the Magic of Deferred Taxes

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Oct 21, 2021 | 09:30 AM EDT View Details

Understanding Cash Frauds

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Oct 21, 2021 | 09:30 AM EDT View Details

Tax Strategies for Real Estate: Crucial Insights: Acquisition and Depreciation Strategies

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Oct 21, 2021 | 09:30 AM EDT View Details

Mastering QBO For Accountants - Techniques,Tips & Tricks, Advance Learning

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Oct 21, 2021 | 10:00 AM EDT View Details

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

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AICPA Code of Conduct in the Real World

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Savvy Social Security Planning: All You Need to Know About Social Security Claiming Strategies

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Excel Accountant: Filtering Data

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Oct 21, 2021 | 10:00 AM EDT View Details

Individual Tax Update (Latest)

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Basics of Nexus: Understanding State Tax Issues

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Oct 21, 2021 | 10:30 AM EDT View Details

Influencing Skills

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Oct 21, 2021 | 10:30 AM EDT View Details

Course Description

Documents are at the heart of accounting, but are you managing your documents as well as you should? Join Avii on April 29 to find out what your document management functions could be doing for you (and your clients).

Learning Objectives

  • Why document management is at the heart of Accounting (and the client relationship)
  • What can go wrong in document management
  • What features are required for regulatory compliance online
  • The additional features used in document management best practices

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • Certified Management Accountant
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Staff of Accounting Firm
  • Tax Firm

Testimonial

4.1

(121)
38%
42%
17%
3%
0%

JG

Great webinar! I am in industry and my accounting partner uses software that is similar to what was presented.

EA

Always enjoy these presenters!

CC

Fun group presentation dynamic!

CC

very informative , wish i was in the right position to make changes to my current environment.

JW

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SG

Good overview for the free offering.