Discover how Microsoft Teams can revolutionize your accounting or bookkeeping practice by enhancing communication, collaboration, and productivity. This blog delves into practical tips for optimizing Teams, integrating essential Microsoft 365 applications, and ensuring data security. Learn how to set up dedicated channels, manage tasks efficiently, and leverage powerful collaboration tools to stay ahead in the digital age. Whether you’re managing a remote or hybrid team, find out how to streamline workflows and improve client service. Don't miss out—read on to unlock the full potential of Microsoft Teams for your firm!
Discover how Power Automate can revolutionize the onboarding process for new clients, enhance compliance and auditing, and integrate seamlessly with your existing tools. This blog explores best practices for implementation, ensuring you can leverage automation to save time and boost efficiency in your accounting or bookkeeping practice. Don't miss out on this opportunity to streamline your processes and achieve your goals with greater ease. Read more to start your journey towards a more efficient future!
Enhance your client communication and boost productivity with Microsoft Outlook! Our latest blog offers accounting professionals top tips and best practices for managing emails, scheduling meetings, and staying organized. Discover how to leverage Outlook's powerful features like Focused Inbox, rules and filters, email templates, and task management tools to streamline your workflows and maintain a professional image. Dive in to learn how you can optimize your client interactions and take your accounting practice to the next level.
Our members can access monthly webinars to learn about the latest updates in Microsoft 365 and refreshers on different Microsoft apps. We even have a monthly live Q&A forum where members get their questions answered. Members also have access to special guest webinars providing an insider's view of Microsoft 365 at work.
