CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Tracking tax returns with O365

2.5 (2)

Susan Tinel, EA

April 15 Taxes Inc

Wednesday, August 14, 2019 | 02:00 PM EDT

  • CPA

1 Credit

$15

Subject Area

Computer Software and Applications

Upcoming Webinars

Course Description

In this exclusive paid CPE webinar, Learn how to customize O365 to track the different stages of a client's tax return and other forms of work. Utilize integrations to the maximum and have tasks set off with a single click. Collaborate with yourself and/or with your team in a way that is convenient and effortless! Never loose data again.

Learning Objectives

  • Overview of Microsoft Office 365 environment
  • Tax return and Task Management
  • Documenting the process
  • Communicating within O365
  • Mobile to computer applications

Who Should Attend?

  • Business Owner
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 2
    [average] => 2.5000
)
 

2.5

(2)
0%
50%
0%
0%
50%