Tech Workshop

Three CPA technology experts convene to deliver the Tech Workshop and dig into all those technology problems that keep you awake at night as well as solutions to make you work smarter. In this interactive workshop you'll explore a broad range of proven technology solutions to various CPA firm issues. Just some of the areas covered will include how to deliver digital reports to your clients; gain access to your office computer from home; transfer big QuickBooks files between you and your clients; and much more. Plus, our experts are prepared to tackle any question you can throw their way, so bring your tech quandaries and be prepared to find solutions.


  • Learn how to implement proven technology to increase efficiency.
  • Discover ways to integrate technology into your practice easily.
  • Explore ways to use technology to improve productivity and improve client service.

Major Topics:

  • Remote access
  • Firm websites
  • Internet communication
  • Application servers
  • Client portals
  • Smart phones
  • Network document search and retrieval
  • Security
  • Web-based solutions
  • Virtual machines

Designed for: CPAs and other business professionals.
Prerequisite: None
Advanced Preparation: None

Tech Workshop