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TIPS FOR USING THE CLOUD DURING TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 7, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Discover how the cloud simplifies the work of tax season. Xero Partner, Jay Kimelman, CPA CITP, identifies three challenges his firm faces during tax time – and how he uses cloud technology to tackle these head-on. Join us for a better understanding of new solutions that streamline, organize and add value – even during your busiest season.

Learning Objectives

  • A quick evolution of cloud technology

  • Examples of online solutions in practice

  • Tips and tricks for updating client write-up processes

  • New and emerging solutions for a modern practice, including Xero

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jay Kimelman, CPA, CITP

The Digital CPA
Founder and Chief Accounting Officer
[email protected]
407-900-6713

Tdc

Jay is the Founder and Chief Accounting Officer of The Digital CPA and has been a CFO, a CIO, and a business owner of his manufacturing firm. To survive and thrive, businesses must master the back office, and Jay believes Xero is the vehicle to make that happen. Every day, Jay is instrumental in adding value and simplicity to the lives of business owners through streamlining processes, illuminating cash flow, and integrating their technology to prevent unnecessary data entry and busywork. Jay's passion going forward is to help other CPA firms utilize Xero technology to help themselves and their clients do beautiful business!

About Our Sponsor

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Xero is beautiful, easy-to-use online accounting software for practices and their clients. The company has over 700,000 subscribers in more than 180 countries. Xero seamlessly integrates with over 500 third-party tools, including solutions for CRM, point-of-sale, time tracking, eCommerce, inventory and more. Xero also provides dedicated resources to its valued Partners, such as free practice software, easy client conversion tools, free 24/7 support, ongoing educational sessions, a dedicated account manager, and marketing assistance to name a few. It’s no wonder Xero has ranked No. 1 by Forbes as the World's Most Innovative Growth Company for two years running. To get started on your Xero journey, please visit xero.com/us/partners.