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Tips for using the cloud during tax season

Video learning



Learning objectives

Discover how the cloud simplifies the work of tax season. Xero Partner, Jay Kimelman, CPA CITP, identifies three challenges his firm faces during tax time and how he uses cloud technology to tackle these head-on. Join us for a better understanding of new solutions that streamline, organize and add value & even during your busiest season.

Course outline

    • A quick evolution of cloud technology
    • Examples of online solutions in practice
    • Tips and tricks for updating client write-up processes
    • New and emerging solutions for a modern practice

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • Practice Manager
  • Bank
  • Apps

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