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O365 Teams for the Tax & Accounting Firm

4.5 (55)

Susan Tinel, EA

April 15 Taxes Inc

Thursday, August 22, 2019 | 01:00 PM EDT

  • CPA

1 Credit

FREE

Subject Area

Information Technology

Upcoming Webinars

Course Description

Looking for a way to manage your firm, be you a solopreneur or firm of many, so nothing falls through the cracks? Learn how to utilize your Microsoft O365 subscription to its fullest with some tips on how to set up your O365 suite to be a complete project and task manager.

Learning Objectives

  • Introduction to Microsoft O365 Teams
  • Creating the right structure for your firm
  • Integrations and Flows
  • Strategies for your workflow
  • Mobile applications

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Finance Pros
  • Non Profit Pros
  • Others
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Xero Advisor
  • Young CPA

Testimonial

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(
    [no_of_record] => 55
    [average] => 4.4727
)
 

4.5

(55)
62%
25%
11%
2%
0%