Creating Client Portals with Office 365 SharePoint Online Webinar

May 17
1:00 - 4:00 p.m.

Online

3-Other
CPE Credits

This course is designed specifically for those firms that want to use SharePoint Online as their client portal solution. The extensive customization features that are available for designing your SharePoint sites make it a very powerful platform for your client portal solution. This course will introduce you to a comprehensive model for creating a SharePoint client portal. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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

Speaker(s)

John Higgins