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Course Details

Overview of Topics

  • What is Office 365?3 mins
  • Microsoft Office 365 - Major Subscription levels and the values they offer5 mins
  • How to store files on cloud without sacrificing integrations8 mins
  • Key Feature - Data and Safety with MS-Office 3659 mins
  • Key strategy to finding things easier as well as faster10 mins
  • Key difference between MS SharePoint and One Drive18 mins
  • Integration - a modern day business challenge22 mins
  • Best Strategies for a Paperless Office26 mins
  • 6 Strategies for Tax and Accounting Firms to go Paperless31 mins
  • How to use Workflow for a Paperless Office?39 mins
  • Key software, mobile applications and their use for smooth workflow46 mins
  • Office Lens - A useful tool for a Paperless office58 mins

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

About Presenter

Susan Tinel is an Enrolled Agent with over 15 years of experience working with small- and medium-sized businesses and individuals. Susan heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. She is a QuickBooks ProAdvisor, advanced certified in QuickBooks Online.  Ms. Tinel provides 

• Tax and business planning for small-to-medium size businesses, 
• Start up consulting for entrepreneurs.
• Cloud Accounting and payroll
• tax preparation services.
• International tax advisory for foreign-owned US businesses and foreign individuals residing in the US.
• Entity structuring for new businesses; entity analysis and restructuring.
• Cloud Migration services.
• Offering complete cloud solutions to small businesses

At April 15 Taxes Inc, our expertise is finding complete Income Tax and Cloud Accounting solutions for individuals and businesses.  We focus on helping potential clients understand how they can grow their business by having access to their data 24/7. We also understand the importance of the relationship we build with our clients, and, together, we help you to achieve your goals and objectives.  We offer the highest level of expertise with licensed Enrolled Agents (EA), who help keep you on top of the latest tax law changes and regulations. We offer year long additional services like: Cloud Accounting with 24/7 access, Payroll (certified or not), Bookkeeping and Personal Assistant for Entity Creation, Filings, Restructuring, Marketing, Tax Audit and more. We are also QuickBooks Pro Advisors.

Review Questions

  • Question 1 : 00:15
  • Question 2 : 00:30
  • Question 3 : 00:48
  1. Which one of the following is a key strategy in finding the documents easier and faster in a paperless office?
  2. What is the key three strategy to ensure your paperless office succeeds?
  3. Which of the following is the main reason according to the speaker to archive document?
  1. Which of the following is the strategy applied by the speaker in the naming protocol?
  2. Which one of the following does not differentiate SharePoint from One Drive?
  3. Which one of the following is the easiest ways to integrate one file in another file according to the speaker?
  4. Which of the following is not useful for electronic notebook?
  5. Which one of the following encourages clients to be paperless?

FAQ

  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

  • For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
  • Please email to   help@my-cpe.com  in case of any self study program queries.

Reviews

4.6
(45)
67%
27%
4%
2%
0%
  • JI
    Jun Iwata , CPA
    Jul 15th 2019
    This was my first myCPE experience, and I liked it. Thank you so much, and I look forward to more in the future.

NASBA Approved

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.

On-Demand Webinars

Move up a Grade: Revision Guide
Monday, May 18, 2020 View Details/Register
Knowledge Performance Indicators (KPIs) for SMEs
Wednesday, May 13, 2020 View Details/Register
Business Performance Management
Wednesday, May 13, 2020 View Details/Register
The Theory of Constrainst and Lean Accounting
Tuesday, May 12, 2020 View Details/Register
THE MATHEMATICS OF ESTATE PLANNING FOR IRAS AFTER THE SECURE ACT
Friday, May 08, 2020 View Details/Register
The Accountant's Guide to Climate Change
Friday, May 08, 2020 View Details/Register
Professional Ethics for Accountants
Thursday, May 07, 2020 View Details/Register
Nebraska Ethics Principles and Conduct for CPAs
Friday, April 17, 2020 View Details/Register
MONTANA Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Massachusetts Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Maryland Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Executive Overview of Revenue Recognition (Topic 606) Exploring Both the Accounting & Tax
Wednesday, May 06, 2020 View Details/Register
Principles of Financial Statement Presentation
Wednesday, May 06, 2020 View Details/Register
Data Analysis 101 - Getting to the heart of performance data
Monday, May 04, 2020 View Details/Register
Performance Measurement
Thursday, April 30, 2020 View Details/Register
  • Cost $9
  • CPE Credits 1
  • Subject Area Computer Software and Applications
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Recorded Date October 11 ,2019
  • Published Date October 11 ,2019
  • Who should attend? Enrolled Agent Finance Pros Tax Attorney Tax Practitioners Bookkeeper CFO/Controller Business Owner Others Non Profit Pros CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Tax Pros CPA (Industry) Auditors Tax Firm
  • Handout Material Download
  • Key Terms Download

On-Demand Webinars

Move up a Grade: Revision Guide
Monday, May 18, 2020 View Details/Register
Knowledge Performance Indicators (KPIs) for SMEs
Wednesday, May 13, 2020 View Details/Register
Business Performance Management
Wednesday, May 13, 2020 View Details/Register
The Theory of Constrainst and Lean Accounting
Tuesday, May 12, 2020 View Details/Register
THE MATHEMATICS OF ESTATE PLANNING FOR IRAS AFTER THE SECURE ACT
Friday, May 08, 2020 View Details/Register
The Accountant's Guide to Climate Change
Friday, May 08, 2020 View Details/Register
Professional Ethics for Accountants
Thursday, May 07, 2020 View Details/Register
Nebraska Ethics Principles and Conduct for CPAs
Friday, April 17, 2020 View Details/Register
MONTANA Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Massachusetts Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Maryland Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Executive Overview of Revenue Recognition (Topic 606) Exploring Both the Accounting & Tax
Wednesday, May 06, 2020 View Details/Register
Principles of Financial Statement Presentation
Wednesday, May 06, 2020 View Details/Register
Data Analysis 101 - Getting to the heart of performance data
Monday, May 04, 2020 View Details/Register
Performance Measurement
Thursday, April 30, 2020 View Details/Register