In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform.
You will receive an access link prior to the event.
Data management and security are paramount in accounting. This course guides CPAs through establishing a secure cloud-based file storage system using SharePoint® and OneDrive®. Participants will learn how to store, organize, and manage documents securely, ensuring easy access and compliance with data protection regulations. The course will also cover collaboration features, version control, and best practices for setting up permissions and access controls. This course is one of a six-part series on Microsoft 365® for CPAs. We recommend you attend all six presentations to develop a complete understanding of Microsoft 365 and its potential to advance your digital transformation.
Required Knowledge: None
Advanced Preparation: None
Who Should Attend: Anyone who wants to understand the full range capabilities that OneDrive® and SharePoint® offer and how to implement them effectively