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CS Professional Suite & Onvio

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2009 Practice Year End Update & Productivity Training

This half-day lecture-style class is designed to help improve efficiency and increase productivity this tax season using our advanced practice management system Practice CS. This class focuses on several key factors crucial to streamlining your Practice CS year end processes and planning for tax season. No advanced preparation is required for this course. This Virtual Classroom requires a high-speed Internet connection. In this class, you will see how to:

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  • Cleaning and modifying Projects.
  • Final billing outstanding progress and recurring bills.
  • Client maintenance - contact categories, closed dates, clearing interactions
  • Setting the Client Dashboard for effective and efficient information gathering.
  • Updating staff rates and targets.
  • Use of Meetings, To-Do's, and scheduled items for effective planning and time usage.
  • Take advantage of upcoming enhancements, like the powerful new Staff Management module and other system upgrades.
No advanced preparation is required for this course. This Virtual Classroom requires a high-speed Internet connection.

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