2016 Year-End Update & Productivity Training - Practice CS
Level: Intermediate
This lecture-style class will show you ways to improve efficiency and increase productivity in your firm using Practice CS—not only for tax season, but also throughout the year. We’ll cover several key factors crucial to streamlining your Practice CS year-end processes and planning for tax season. Knowledge of firm administration and reporting needs are desired. No advance preparation is needed for this class. A high-speed Internet connection is required. Target Audience: Management & Administrative Staff.
Course Objectives:
- Discover how to apply firm, client and staff management maintenance
- Identify useful Year End reporting and management tools
- Take away three Year End items that will improve your efficiency with Practice CS
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- Review processes to clear Progress Billings
- Analyze report options to determine meaningful reports for your firm
- Review areas of setup to confirm a clean and ready database for the New Year