Electronic workpaper & engagement management software – what it is, why you need it and how to get started. This presentation will help you understand why so many firms have made the investment in this initiative and review the best selling solutions and best practices for planning your deployment.

Learning Objective: After completing this program, participants will be able to:
Outline work paper and engagement management software
Examine why so many firms have made the investment
Apply the best selling solutions
Implement best practices for planning your deployment

CPE credit: None
Prerequisite: None
Advance Preparation: None
Course level: Basic

NASBA Accreditations

Click here to sign up for this free Web Seminar

Current economic conditions are tough-accounting firms face significant challenges. This presentation focuses on practice management software features and processes that can be used to meet these challenges. Practice management applications offer some excellent tools for managing accounts receivable, improving realization, and getting the most from your firm resources.

Learning Objective: After completing this program, participants will be able to:
Outline processes firms can use for practice management
Examine practice management software features
Apply tools for managing accounts receivable and improving realization
Implementing tactics to get the most from your firm resources

CPE credit: None
Prerequisite: None
Advance Preparation: None
Course level: Basic

NASBA Accreditations

Click here to sign up for this free Web Seminar

Effectively manage your firm's workflow and tax and accounting, join Bob Scott and Jim Bourke as they discuss workflow from the CPA Firm perspective. They will review the signs of an inefficient workplace, the "old" v. "new" school process of using today's technology. Jim will also step through the workflow process at his firm, from selection of a workflow tool to the re-engineering of their manual flow of transactions. The goal is to provide you with the knowledge you need to attack the workflow issue head-on within your firm.

Learning Objective: After completing this program, participants will be able to:
Outline workflow from the CPA Firm perspective
Examine the signs of an inefficient workplace
Integrate workflow in the technology budget
Identify current trends in the CPA Firm workflow process

CPE credit: None
Prerequisite: None
Advance Preparation: None
Course level: Basic

NASBA Accreditations

Click here to sign up for this free Web Seminar

Empower your professional staff to get back to doing what they do best – adding value to client services. There are many benefits to having a document management system in place, especially when you will be dealing with a large volume of documents and data that need to be indexed and easily searched at a moment s notice. During the 1 hour complimentary webcast, Putting Scanners on the Job Effectively join Executive Editor Bob Scott and his guest Joseph Manzelli Jr, CPA, CITP for an in-depth discussion and interactive Q & A session on the process and equipment needed to make scanning effective in a document management system.

Learning Objective: After completing this program, participants will be able to manage and grow your practice
CPE credit: None
Prerequisite: None
Advance Preparation: None
Course level: Basic

NASBA Accreditations