2018 Year-End Update and 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 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 this class. A high-speed Internet connection is required.
View Topics...
Course Objectives:
- Discover how to apply firm, client and staff management maintenance.
- Identify useful Year-End reporting and management tools.
- Assess current security protocol and implementation to ensure the safety of your data.