How to Enable Your Employees to Be More Efficient (ACEE)


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Discussion Leader
Jason Goldfinger

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How to Enable Your Employees to Be More Efficient (ACEE)

Customer Rating

Field of Study

Information Technology

Level

Basic

Credits

1

Qualifies For

CPE

Overview

Get real value during tax season and beyond with the tool that offers safe and quick exchange of large files, unlimited storage, secure backup, remote access, legally binding e-signatures and more. With ShareFile, you have a secure cloud-based solution that’s easy to use for you and your clients, fosters collaboration and pays for itself throughout the year.

Major Topics

  • Efficiency
  • Security
  • Cloud-based software

Learning Objectives

  • Reduce paperwork by sending and receiving client documents electronically.
  • Send large, encrypted files right from your inbox
  • Access and edit your documents from anywhere
  • Have clients e-sign documents using RightSignature™
  • Integrate all of this with your existing tax software (e.g., QuickBooks)

Designed For

Bookkeepers & CPAs working with small- and medium-sized firms

Prerequisite

None

Advanced Preparation

None


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Discussion Leader
Jason Goldfinger

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