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Thursday, July 21, 2022 Live Webcast

How Small Firms Use MS Teams for Internal & Client Communication & Collaboration (X6-94b295c22cf7)

3:00 PM - 4:00 PM EDT
webcast

Vendor Platform

1 CPE Credits in SK

OVERVIEW

Microsoft Teams is one of the fastest growing collaboration platforms today.  If you have an Office 365 business subscription, it is also available to you for FREE.  Learn how a small tax firm implemented MS Teams to increase their communication and collaboration internally and with clients.  Experience MS Teams and see if it might be a fit for your firm through hands-on exercises with Teams itself and some of the other integrated Office 365 tools like Microsoft Planner.

DESIGNED FOR

Small firms

BENEFITS

Learning Objectives:
  • Recognize the key features of Microsoft Teams
  • Identify how Microsoft Teams can be used internally as a staff collaboration & communication tool
  • Identify how Microsoft Teams can offer real-time collaboration with chat, document sharing, and calls with clients

HIGHLIGHTS

  • Microsoft Teams
  • Internal Communication
  • Client Communication

COURSE LEVEL

Basic

PREREQUISITES

None

INSTRUCTOR

Shayna Chapman

Shayna Chapman, CPA.CITP, CGMA

Founder

Shaynaco LLC

Shayna is a Certified Public Accountant who works extensively on small business and the individual taxpayers who own them. She has built a firm which is known for utilizing cloud-based solutions to achieve the goals of both the client and our team. We focus on medical and professional service businesses and offer a range of software solutions that will allow the client to be efficient and have room to grow. CPA Practice Advisor Magazine has twice awarded her their Top 40 Under 40 honor, as well as twice recognized her as one of their Most Powerful Women in Accounting. Sage recognized her in 2019 as a Circle of Excellence winner for their Social Media Category.

PRICING

$40.00 - Member

$60.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form