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Citrix fivecoolways

STREAMLINE DATA SHARING WITH CLIENTS AND EXTERNAL STAKEHOLDERS

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 5, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

If you’re looking for a slicker, more secure way to share files with your clients and external stakeholders than email, then you’re in for a treat. A portal provides a fantastic way to look more professional as well as ensure the data is safe and secure. But what really makes this solution rock is when you develop automated procedures that make your job more efficient and make you look smart in front of your peers.

Learning Objectives

  • The capabilities and benefits of today’s portals

  • One way to streamline onboarding of clients and employees

  • One way to automate signature collection without having to print and scan

  • Three ideas for sharing data using portals while streamlining your workflow and working more efficiently

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sandi Smith Leyva

Accountant's Accelerator
President
[email protected]
(972) 985-9129

Aa

Sandi Leyva, CPA, is the founder and owner of Sandra L. Leyva, Inc. She has helped thousands of accounting and tax professionals get more business through her marketing strategies, web site and copywriting formulas, and millionaire mindset. More than 100,000 people have read her books and articles, used her training and coaching tools, or heard her speak at conferences.
 
Sandi was named one of the Top 25 Thought Leaders for 2019 and one of the Most Powerful Women in Accounting by CPA Practice Advisor. She won a 2013 Stevie Award for “Maverick of the Year,” and her work has been noted by Forbes, CBS News, PBS, Dallas Morning News, San Jose Mercury News, Accounting Today, Journal of Accountancy, Today’s CPA, and The Practical Accountant. She is a regular contributor to CPA Trendlines.
 
Sandi earned an MBA, holds a CPA in Texas and California, and earned an MS in neuroscience. She is an avid traveler and has visited 100 countries, including a backpacking trip alone around the world. Her volunteer work in Kenya, Russia, and Nepal earned her an AWSCPA Public Service Award and a Baird Community Service Award. In her spare time, she enjoys gardening, hiking, and spending time with family.

About Our Sponsor

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ShareFile is a secure, cloud-based content collaboration platform that makes it easier for businesses to share, send, sign and store documents on any device, anytime. We bring business-class file sharing, streamlined workflows and real-time collaboration all together in one place.