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.
Program Content
• 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