OneNote Dashboards, Webinar

OneNote Dashboards, Webinar
December 06, 2021
01:00 PM - 03:00 PM
Online
37 SPACES LEFT
$89 Members
$89 Non-Members

EVENT DESCRIPTION

The attendee will learn how to create and implement client dashboards that will consolidate their information silos into one “easy to use portal” using Microsoft OneNote.

EVENT OBJECTIVE

Information chaos is one of the biggest problems facing accounting firms. Information chaos is created when you acquire information yet aren’t able to store it in a manner where you or anyone in your firm can access it anytime or anywhere in the future.
Information chaos wastes time, creates stress and is the main obstacle in delegating work to staff members.

Client dashboards are similar to directories in a large building. They create a summary telling you exactly where everything is located. Either through a hyperlink to its location or a place for unstructured data that doesn't have a home - dashboards are the most effective method to remove information chaos about your clients.

You will
• get two templates for client dashboards, (individual & business)
• learn how to customize them for you firm and
• Deploy them this tax season to start virtually aggregating information chaos in manageable knowledge

EVENT DETAILS

Company:
Point7Seconds

Number of Hours:
2 (Recommended)

Prerequisite:
Knowledge of Microsoft OneNote

Program Level:
Update

Knowledge Level:
Intermediate

Delivery Method:
Group Internet Based

Number Of Days:
1

Food Included:

Seminar Number:
2837

Early Cut Off Date:
12/03/2021

Phone:

Venue:
Online Group Internet Based ,

Accommodations:
,

Recommended For:
CPAs (2)

Approved By:
NASBA