Products
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Complying with IRS Publication 4557 and FTC Safeguards Rule
Course5.0 average rating (22 reviews)IRS Publication 4557 & the FTC Safeguards Rule require tax preparers to implement a written information security plan (WISP) to protect client data. This course steps you through HOW to comply, with all the resources you need to complete your WISP.
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Discover Liscio's Email Integration Feature!
CourseJoin Product Expert Brandon as he shows you the ropes about all things Email Integration!
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How Smart Firms Make Security AUTOMATIC
CourseSmart firms understand that Security and Ease of Use for clients CAN go hand in hand. In this 15 min course Chris Farrell, CPA and CEO and Bob Hollander, President and CEO share their insights and a path for firms of any size and budget.
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How to Reclaim Your Time as a Solo Firm Owner - With Kelly Gonsalves
CourseBeing a Solo Firm Owner has its benefits! But it also means you have to manage your time very carefully. Join Kelly Gonsalves as she shares 3 essential tips to manage and save time as a solo firm leader. This course is 15 minutes long.
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Introduction To Xero For Accounting Professionals
CourseJoin the Xero Training Team as they demonstrate how Xero handles key functions like Custom Reporting, Bank Reconciliations, Cash Coding and more. This course is ideal for any accounting pro who wishes to see Xero in a self-guided fashion.
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How to Create Workflow Checklists - With Shahram Zarshenas
CourseWorkflow checklists help firms save hours on repetitive work, standardize important processes and reduce errors - drastically improving work quality. Join Shahram Zarshenas as he shares how to quickly create checklists so you can get organized!
