Back Search

Overview

2.0 Credits

In today's competitive accounting landscape, leveraging technology is crucial for efficiency and client satisfaction. This course introduces CPAs to the Microsoft 365 ecosystem, highlighting how its suite of applications can streamline accounting processes and enhance collaboration. Participants will learn how to integrate Microsoft 365 tools into their daily workflows, leading to improved productivity and better client service. By understanding the strategic role of Microsoft 365, accounting professionals can stay ahead in a rapidly evolving industry.

Objectives

  • Recognize the full range of capabilities the entire Microsoft 365 ecosystem of apps has to offer CPAs
  • Identify the many ways in which CPAs can apply the full range of tools in Microsoft 365




 

Major Topics

  • Overview of Microsoft 365 applications relevant to accounting, tax and advisory services
  • Benefits of cloud-based solutions for accounting firms
  • Strategies for integrating Microsoft 365 into existing workflows
  • Enhancing team collaboration and communication
  • Ensuring data security and compliance within Microsoft 365

Designed For

CPAs and other financial professionals who want to develop an understanding of the complete scope of capabilities Microsoft 365 offers.

Prerequisite

 

Advanced Preparation

 
Add to Cart