Taking Your Practice Remote - April 16, 2020

This session will provide attendees with the advice and tools they need to implement a digital workflow so their office staff can work remotely using both cloud-based and desktop software. Panel participants include recognized practitioners Renee Daggett, EA, Christopher James, JD, Andrea M. Parness, CPA, CTC, and Nayo Carter-Gray, EA. Panelists will share best practices to collaborate with staff using Lacerte or ProSeries in a hosted environment, streamline workflows, improve team collaboration and communicate with clients, all while working in a remote office environment. LEARNING OBJECTIVES: By completing this webinar, you will be able to: • Implement a cloud-based workflow for your office using desktop software; • Streamline your digital tax preparation workflow; • Engage office staff remotely; • Implement best practices for managing your team and the work remotely; • Implement best practices to engage clients remotely; • Leverage best practices to transition your firm to the cloud; • Other workflow and technology topics to support working remotely; WHO SHOULD ATTEND? Tax and accounting professionals who want to save time, work remotely, create a paperless tax workflow, and stay connected to clients with technology. Course Level: Basic Course Length: 90 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1.5 Recommended CE: 0