Archives

[CPE WEBINAR] Your App Survival Guide: The Simple 6-Step Process For Choosing The Right Apps For You

Which apps work best for building a streamlined and efficient virtual bookkeeping service? How can you cut through the overwhelming number of apps now available without wasting precious billable time running in circles (and going broke in the process)? The frustrating truth is, there is no such thing as a one-size-fits all App Stack. That’s …

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[CPE Webinar] Accounting for eCommerce Businesses

More and more businesses are selling online on marketplaces like Amazon.com & Walmart.com, selling internationally, and on their own shopping carts. These dynamic, 24/7 businesses need accurate accounting and cash flow projections. Accountants need to be ready for the wave of these businesses. During this session, you’ll learn how to: Understand the key accounting aspects …

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[CPE Webinar] Security Blocking & Tackling

Anti-virus, encryption, and spam filtering are fundamental protection techniques that all organizations should have deployed. But with risks multiplying daily, are you using the right security technologies? Are there more protection capabilities that you should consider? In this session, you will learn about today’s risks and the best techniques and tools to protect your information …

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[CPE WEBINAR] Get to Know SmartVault for Lacerte and ProSeries Tax

Join us for an interactive demo of SmartVault’s integrated document management and file sharing capabilities, right inside your Lacerte or ProSeries tax application. We’ll also reserve time for live Q&A at the end of the session, so bring your questions! During this session, we’ll show you: Our integrated document management capabilities within Lacerte and ProSeries …

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[CPE WEBINAR] 3 Steps to a More Automated, More Efficient Bookkeeping Workflow with SmartVault

SmartVault helps bookkeepers speed up and simplify their day-to-day document workflow.. Learn how you can collect, process, store, and share all client information with speed and efficiency. Reduce time spent on manual or routine tasks, giving you more flexibility in your schedule and freeing up time to focus on higher value client activities.

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