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Register for Webinars
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Accounting in the Tech Age: Workflow Management with LinkedCPA (30 minutes) |
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Take control of your firms clients and team members through LinkedCPA's advanced Workflow Management System. Mange flow of incoming and outgoing documents, get instant notification when clients upload documents, know when work has been completed, and find out how to easily file away the days completed tasks.
• Workflow Management
• Client Document Management
• Team Document Management
• File Management through Desktop
• Hosting Programs on the Platform
• Security and backup policies
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Click to Register
Tue, Oct 6, 2009 10:00 AM - 10:30 AM PDT
Tue, Oct 13, 2009 10:00 AM - 10:30 AM PDT
Tue, Oct 20, 2009 10:00 AM - 10:30 AM PDT
Tue, Oct 27, 2009 10:00 AM - 10:30 AM PDT
Tue, Nov 3, 2009 10:00 AM - 10:30 AM PST
Tue, Nov 17, 2009 10:00 AM - 10:30 AM PST
Tue, Nov 24, 2009 10:00 AM - 10:30 AM PST |
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Setting Up Your Firm with LinkedCPA (50 minutes) |
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Get detailed information with setting up your company to take advantage of LinkedCPA's advanced workflow management process. From sign up to creating your first team member and client, this 50 minute webinar will demonstrate how LinkedCPA has automated the setup process and workflow so you can concentrate on growing your firm and strengthening your relationship with the clients.
It includes how to:
• Setting Up Administrative Control Panel
• Set up team members and clients
• Manage and assign accounts to team members,
• File management application
• Client uploads and team member downloads
• Monitoring team and client workflow
• Using the web portal
• LinkedCPA's security protocols
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Click to Register
Wed, Oct 7, 2009 9:00 AM - 10:00 AM PDT
Wed, Oct 14, 2009 9:00 AM - 10:00 AM PDT
Wed, Oct 21, 2009 9:00 AM - 10:00 AM PDT
Wed, Oct 28, 2009 9:00 AM - 10:00 AM PDT
Wed, Nov 4, 2009 9:00 AM - 10:00 AM PST
Wed, Nov 18, 2009 9:00 AM - 10:00 AM PST
Wed, Dec 2, 2009 9:00 AM - 10:00 AM PST
Wed, Dec 9, 2009 9:00 AM - 10:00 AM PST
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Strengthen your Accounting Processes by using LinkedCPA's Strategic Partners (45 minutes) |
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This webinar will introduce you to our strategic partners and the SaaS operations that can help you assure a smooth and efficient flow for your accounting processes. From online expense and AP management to financial dashboards, our partners bring value to your firm. It includes:
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Integrate Your Business with Social Media (45 min) |
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Keep in touch with your clients, their clients and possible opportunities for growth with social media. This form of communication and sharing can not be ignored, and a company that is looking to grow, must understand the benefits and pitfalls or social media. (You must be a current paying affiliate to participate in this webinar.)
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Advanced Social Media - Getting Connected, Protecting Your Firms Reputation. (1.5 hrs) |
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This intensive 1.5 hour webinar will discuss the top 35
social media opportunities, and focus on the ones
you need to register with and engage, setup branded
profiles, and the ones that you only want to claim your
name and monitor. This webinar will discuss the pitfalls
of social marketing, and how one Tweet can destoy or
make your business. Firms today need to understand the
growing movement of clients and potentials to the online
social platforms.
(You must be a current paying affiliate to
participate in this webinar.)
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Click to Register
Fri, Oct 9, 2009 10:00 AM - 11:30 AM PDT
Fri, Nov 13, 2009 10:00 AM - 11:30 AM PST
Fri, Dec 11, 2009 10:00 AM - 11:30 AM PST
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LinkedCPA's Backoffice Support System & the Shoebox Client Solution! (1 Hour) |
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Are you looking to grow your company without growing your
staff? Are you seeking ways to get your clients to send you
data on a timelier basis without having to go to their office
or wait for them to come to yours? Would you rather focus
on the compliance part of your business and have the time
consuming daily tasks handled behind the scenes? Learn
how we streamlined the Shoebox Client. LinkedCPA has
an innovative solution using two of our partners: CVR, a
bilingual (English and Spanish) accounting firm located in
the Central Time Zone, and EarthClass Mail. They each
offer support services designed to make your life easier
and to help you grow your business without shrinking your
bottom line. Become a hero like the Shoebox Client.
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Click to Register
Fri, Oct 30, 2009 11:00 AM - 12:00 PM PDT
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