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Monday, March 30, 2020 Webcast

Creating Client Portals with Office 365 SharePoint Online (X2-12497)

11:30 AM - 2:30 PM EST

Webcast


3 CPE Credits in CS

OVERVIEW

This course is designed specifically for those firms that want to use SharePoint Online as their client portal solution. The extensive customization features that are available for designing your SharePoint sites make it a very powerful platform for your client portal solution. This course will introduce you to a comprehensive model for creating a SharePoint client portal.This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

DESIGNED FOR

Anyone who is considering using SharePoint for client portals.

BENEFITS

Upon completion of this course you will:

  • Be prepared to develop a client portal strategy based on SharePoint
  • Realize what it takes to design and build a SharePoint client portal system
  • Know how to market the SharePoint portal to your clients

HIGHLIGHTS

The specific topics that will be covered in this course include:
  • SharePoint client portal paradigm
  • Best practices for establishing your client portal design
  • Site templates for maximum efficiency and consistency
  • Developing your client onboarding process
  • Client site security
  • Marketing and educating your clients on the SharePoint portal

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

John Higgins

John H. Higgins, CPA.CITP

Strategic Technology Advisor

Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, which helps CPAs, CFOs and other financial professionals successfully guide their firms and business organizations through a digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more. He is a seasoned entrepreneur, having been the founder of two separate accounting technology advisory firms that were acquired by larger organizations, such as the co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services, and a founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm. John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements.

PRICING

$99.00 - Member

$99.00 - Nonmember

$0.00 - Student Member

$0.00 - CPA Candidate Member

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings