Most accounting firms are approaching their next busy season with fewer staff than they had in prior years. This presentation will help firms identify some tools and tips to streamline certain processes involving client data so that accounting firms can get more out of their existing staff during the next busy season.
Confused by all of the techno-mumbo jumbo around cybersecurity technologies? Let us help demystify it for you. Attend this session designed specifically for non-techies to be talked through the major cybersecurity risk areas (malware protection, device management, email protection, backup, secure document exchange, e-Signatures, etc.) and the types of options of solutions in each area that helps mitigate your risks. You’ll leave this session with a better sense of your residual cybersecurity risks, and potential option to talk to your IT person about to help mitigate those risks.
As email is becoming out of control and less secure, new methods of communicating are needed for both internal and external firm communication. In this session, you will learn how a small firm uses Microsoft Teams for their internal communication and structure as well as how to use it to collaborate with clients.