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Microsoft Office 365 for CPA Firms
Type: Webinar with NA CPE
Starts
11 December 2019 2:00 pm ET
Ends
11 December 2019 3:00 pm ET
2:00 – 3:00 pm ET
Microsoft Office 365 for CPA Firms
Presented by William Shilson
Presented by William Shilson
Microsoft Office 365 is just email and Office, right? Wrong!
Microsoft Office 365 is one of the most powerful productivity platforms available, but amongst accountancy firms, it is almost one of the most misunderstood and underappreciated. In fact, in our substantial experience of serving the IT needs of the accountancy industry, Calligo has found that of the firms that have adopted Office 365, fewer than 10% are using it fully.
The cost reductions and productivity opportunities that Microsoft Office 365 offers are remarkable, including VOIP calls, instant messaging and document sharing (Teams), online file storage and remote access (OneDrive), project management (Planner), extracting data insights (Power BI), discovering content across the entire suite of tools (Delve) and even automating workflows (Flow).
Like any professional services company, productivity and utilization are key for an accountancy firm. So many have taken the first step of trying to fix it, but so few are making the most of it. Join this webinar to discover how Microsoft Office 365 could change your business.
• Overview of Microsoft Office 365
• Improve your personal productivity and work remotely
• Improve internal & external collaboration
• Overview of Microsoft Office 365
• Improve your personal productivity and work remotely
• Improve internal & external collaboration
Speaker Bio
William Shilson
Vice President of Client Technology Strategy
Calligo
William Shilson is the Vice President of Client Technology Strategy at Calligo, a provider of IT services predominantly to the Financial Services sector, particularly CPAs. William specializes in cloud technologies and data security, and has provided expert IT services to more than 2,000 accounting professionals across Canada.
William started his first internet and data service start-up company more than 20 years ago. In 2006, he founded CTI to expand his service offerings to fully managed IT services and data security. Clients included enterprises, the US Military, and some of today’s leading accountancy firms. CTI then grew to become one of the largest IT service providers for the accounting industry in Canada, until it was acquired in March 2019 by Calligo. Since then, he has remained dedicated to providing expert services to Canadian CPAs.
