Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27

Overview

Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap it to many of the lesser known features of the Microsoft 365 ecosystems of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization.

Highlights

• Round robin review of lesser-known M365 apps
• Reduce / eliminate internal email communications with Teams and SharePoint
• Collaborate on spreadsheet and documents with your colleagues in real time
• Get control of your appointment schedule with the Bookings app
• Tap the full potential of OneNote as your primary repository for notes, correspondence and more
• Replace email attachments with secure file sharing links
• Document business processes with the Stream app
• Leverage the power of AI in M365 with Copilot

Prerequisites

None

Designed For

CPAs and other financial professionals who use the Microsoft 365 ecosystem

Objectives

• Recognize the full potential of your Microsoft 365 investment
• Identify specific, actionable initiatives to do more across the Microsoft 365 ecosystem

Preparation

None

Notice

This pre-recorded broadcast is provided through our partnership with Higgins Advisory, LLC. Instructor will be available via the chat feature.