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O365 for a Paperless Office

4.6 (45)

Susan Tinel, EA

April 15 Taxes Inc

Monday, August 12, 2019 | 10:00 AM EDT

  • CPA

1 Credit

FREE

Subject Area

Information Technology

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Course Description

Learn how to utilize your Microsoft O365 subscription to its fullest with some tips on how to improve your paperless workflow. Not quite paperless yet? Learn about all the integrations that can be capitalized on to get your office as paper free as possible.

Learning Objectives

  • Introduction to Microsoft O365 suite and subscription levels
  • Storing Files on the Cloud and various integrations
  • Converting paper to electronic files
  • Strategies for a paperless workflow
  • Mobile applications

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Auditors
  • Bookkeeper
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Finance Pros
  • Non Profit Pros
  • Others
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros

Testimonial

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4.6

(45)
67%
27%
4%
2%
0%