2017 Year-End Workflow and Best Practices: 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 that are crucial to streamlining your Practice CS year-end processing and planning for tax season. Knowledge of firm administration and reporting needs are desired. No advance preparation is needed for the 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
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- Assess current security protocol and implementation to ensure the safety of your data
- Take away three Year-End items that will improve your efficiency with Practice CS