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CS Professional Suite & Onvio

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Practice

2013 Year-End Update & Productivity Training - Practice CS

Level: Intermediate

This half-day 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, and bring you up to date on the latest enhancements. No advance preparation is needed for this class. A high-speed Internet connection is required. Target Audience: Management & Administrative Staff.

Course Objectives:

  • Apply client maintenance, including contact categories, closed dates, and clearing interactions
  • Use meetings, to-dos, and scheduled items for effective planning and time usage
  • Clean and modify projects

View Topics...

  • Creating final billing, outstanding progress, and recurring bills
  • Setting the Client Dashboard for effective and efficient information gathering
  • Updating staff rates and targets
  • Updating Projects for the next year
  • Taking advantage of upcoming enhancements

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