Mobile Edition

10 Steps to a Digital Office in the Cloud (AISADO01)

Date:Wednesday, December 13, 2017
Time:2:00 PM - 4:00 PM
(Registration at 1:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Course Level:Basic
Early Bird Price:Not applicable or see below.


Improve the quality, efficiency, and profitability of the services you offer your clients. This webcast provides a 10-step roadmap to building your successful practice in the cloud. You'll get practical information that includes step-by-step instructions and references to additional resources.


After this course you will be able to:

 Recognize the 10-step process to going digital

 Apply the process and create a roadmap to get there

Major Topics:

We'll cover areas such as:


 Scanning Solutions

 Document Management

 Client Portals

 Workflow Management

 Cloud-based Client Accounting Systems


 Disaster Recovery The major subjects that will be covered in this course include:

 The value proposition for transforming to a digital office model

 Understanding what cloud computing really means and the value proposition

 Overview of the ten steps: Infrastructure, bandwidth, CPA technology toolkit, scanning, document management, workflow, trial balance software, portals, information security and cloud accounting.

Who Should Attend:
Anyone who is involved in procuring, implementing or applying technology in a business office


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.