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Intraprisetechknowlogies

Self-Study CPE
AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART TWO
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART ONE
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Cpe webinars
Streamlining Tax & Bookkeeping Client Collaboration

STREAMLINING TAX & BOOKKEEPING CLIENT COLLABORATION

Available Date(s)
Friday, December 11, 2020: 11:00AM EST

Cost $475.00
CPE Credits 6.0 hours
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

For accountants to be perceived as business advisors they need to be readily reachable by clients and exchanging files and information needs to be easy (yet secure). At the same time, accountants need to be able to separate from work, while making it seem like they’re always there when a client needs them. The answer to this dichotomy is a client portal solution that integrates workflow, communication, and file exchange. Attend this workshop to see how the next generation of client portal tools enables tax practitioners and bookkeepers to streamline collaboration with clients. Trial versions of three vendors’ platforms will be made available so that you can get a feel for what it is like to be both the client and the accountant using the platform, and determine if any of them are a good fit for your firm and your clients

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Donny Shimamoto

IntrapriseTechKnowlogies LLC
Managing Director
donny@intraprise.us
(866) 737-9991 x7200

Intraprisetechknowlogies

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and innovation management for small businesses, middle-market organizations, and nonprofits. Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount.

 

Donny also serves as an outsourced IT and Innovation “Partner” and advisor for local and regional accounting firms and internal audit departments who lack in-house IT leadership and IT audit expertise. He helps with IT risk assessments and IT advisory services, developing firms’ innovation strategy, streamlining internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery.

 

Donny is a past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee, and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2018, Top 100 Most Influential People in Accounting (2013 & 2014 & 2017) by Accounting Today. He received the 2009-2010 President’s Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Intraprisetechknowlogies
IntrapriseTechKnowlogies LLC (ITK) is a management consulting firm specializing in organizational development and business process outsourcing for small businesses and middle market organizations.