Creating Client Portals with Office 365 SharePoint Online Webinar

Apr 16
2:00 - 5:00 p.m.

Online

3-Other
CPE Credits

Upon completion of this course you will:

  • Be prepared to develop a client portal strategy based on SharePoint
  • Realize what it takes to design and build a SharePoint client portal system
  • Know how to market the SharePoint portal to your clients

Highlights
The specific topics that will be covered in this course include:
  • SharePoint client portal paradigm
  • Best practices for establishing your client portal design
  • Site templates for maximum efficiency and consistency
  • Developing your client onboarding process
  • Client site security
  • Marketing and educating your clients on the SharePoint portal

Registration

PICPA Member: $99
Nonmember: $149

More Information

Course No. CXOSPT104W3 Level: Basic

Prerequisites: None

Notes

This webinar is hosted by PICPA's partner, CPA Crossings. After registering, you will receive an email from CPA Crossings with the log-in information.

Speaker(s)

John Higgins