Paperless Tools - Scanning, Doc. Mgt., Workflow and Portals Webinar
Feb 27 3:00 - 5:00 p.m.
Online
2-Other CPE Credits
*Upon completion of this course you will have a solid foundation of knowledge about what it takes to make a successful transition to paperless workflows. *Specifically, you will understand what to look for in scanning, document management, client portal and workflow software solutions.* Highlights
*What to look for in scanning equipment, image processing software and best practices for implementing your scanning policies and procedures* Document Management System (DMS) - review the role and value proposition of a DMS in making the transition to paperless workflows a success. *A demonstration of how to effectively deploy a DMS and a review of "must have" features.*A review of alternative strategies for your portal content.*Examples of effective client portal solutions and provide a roadmap for how to implement and administer your portal.*Workflow Software- this is one of the hidden secrets to a successful paperless office. *The workflow software serves as the digital red rope folder as you start to eliminate your paper files.* You will learn through examples of how valuable and integral workflow software is to going paperless successfully*
Registration
PICPA Member: $79 Nonmember: $104
More Information
Course No. DI081W-022717Level: Basic
Prerequisites:
None
Notes
The log-in instructions will be sent by CPA Crossings at least one day before the webinar.
Speaker(s)
John Higgins
John H. Higgins,
CPA.CITP Chief Partnership Officer Strategic
Advisor CPA Crossings LLC
John serves as a strategic technology advisor to CPAs in the planning and
deployment of effective technology solutions and workflow automation. As a
co-founder of CPA Crossings, John specializes in facilitating the development of
strategic technology plans, paperless workflows, client portal solutions and a
comprehensive digital practice model. John recently co-authored "Ten Steps to a
Digital Practice in the Cloud", published by the AICPA. This book provides CPAs
with a strategic roadmap for taking their firms online by leveraging cloud
computing. John also developed an innovative model for delivering live CPE
courses that utilize the Apple iPad to provide electronic course materials and
an interactive classroom environment. John’s primary qualification is his
passion for helping CPAs achieve success by leveraging technology. He has
extensive knowledge and experience working with CPAs throughout the country.
Qualifications and Experience:
Actively involved in working with local, regional and national CPA firms
over the past 25 years in the implementation of technology to automate
business processes.
Awarded for being one of the Top 25 Thought Leaders in the accounting
profession by The CPA Practice Advisor (www.cpapracticeadvisor.com) in
2011, 2012 and 2013.
Co-author of "10 Steps to a Digital Practice in the Cloud," published by
the American Institute of CPAs.
Facilitated hundreds of planning sessions and retreats to develop
strategic plans, technology plans, workflow design, innovative client services
and more.
Nationally recognized speaker and author on technology issues affecting
the CPA profession, with an emphasis on transforming to a digital practice
model.
Author of the annual Document Management Software Review for the CPA
Practice Advisor magazine.
Former national consulting partner with a top 10 CPA firm.
Member of the AICPA Business & Industry Hall of Fame.
Past Chair of the Michigan Association of CPAs.
Past member of the AICPA Council and CPE Advisory Committee.
MACPA Innovative User of Technology award recipient.