Engagement Management With the Microsoft 365® Planner App

Description

Are you using Excel® to keep track of progress and task completion for your engagements? Or are you using a sophisticated engagement management app that takes too much time or requires too much information to keep your task completion progress up-to-date? Worst of all, are you relying primarily on email communications to keep track of your engagement task completion progress? If any of these scenarios apply to your practice, this course will show you a better way to manage engagements from simple 1040 tax preparation to comprehensive audits. The Microsoft 365® Planner app, which you are likely already paying for as part of your Microsoft 365 subscription, provides a comprehensive, yet simple solution for all of your client engagements and internal projects. John Higgins, a nationally recognized strategic accounting technology advisor, will guide you through the process of how to deploy this app to effectively manage all your projects. This app is effective for sole practitioners and firms of all sizes.

Event Level: Basic

Who Should Attend: Anyone who uses Microsoft 365® and needs to manage simple to complex engagements or projects

Required Knowledge: None

Advanced Preparation: None

Vendor: CPA Crossings, LLC

Speaker: Higgins, John

Objective

* Recognize the value proposition for deploying the Microsoft 365® Planner app to manage client engagements and internal projects * Identify all the opportunities to apply Planner in your practice or business * Apply all the features of Planner to manage engagements effectively and efficiently

Credit Types