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How Accounting Firms Are Getting Paid Faster With Bigtime

4.3 (78)

Ty Sank

BigTime Software

  • CPA Canada
  • CFEs
  • CPA/CITP
  • CPA
  • Tax Preparer

Published: March, 2021

1 Credit

FREE

Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for Certified Information Technology Professionals (CITP)

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

Overview

  • Product Tour
    6 mins
  • Engagement dashboard summary status
    12 mins
  • Work in Progress by client
    20 mins
  • Open invoices
    27 mins
  • Why Wallet?
    31 mins

Course Description

Getting paid is one of the most critical parts of your business. Good news is, invoicing and collecting payments shouldn’t have to be a chore. 

With BigTime’s full service solution, you can track time and expenses, send invoices and collect payment - all while keeping your clients in the know every step of the way.  Join this webinar to see first hand why staying on top of your bottom line has never been so easy.

The webinar will demonstrate how BigTime can be a key tool to ease your hassles by: 

  • Creating and sending custom invoices with time-and-expenses, retainers or create a custom invoice model
  • Attaching secure payments links to accept credit cards and ACH with ease
  • Allowing your clients to pay with a click of a button, from anywhere and on any device
  • Quickly and easily scheduling recurring payments
  • Say goodbye to dealing with the hassle of switching between invoicing and payments software
  • Enabling your clients to track all of their payments in a branded payments client portal
  • Gaining financial insight with robust analytics
  • This will be a very exciting webinar for the CPAs and Tax professionals in how modern day systems are helping their clients. 

Learning Objectives

  • To recognize Professional Services Automation through BigTime
  • To identify Time & Expense Tracking in BigTime
  • To explore Billing & Invoicing features in BigTime

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • Young CPA

Testimonial

4.3

(78)
49%
37%
13%
1%
0%

AK

Fantastic

PL

Positive

WK

myCPE was easy to use!

WSR

Okay but not really relevant to me - don't use QiuckBooks.