#21127 Join Us! FREE Live Webinar CPA Academy + CoraCloud
Resolved
Created Apr 20, 2022, 4:30 PM
Resolved Apr 27, 2022, 11:29 PM
System (internal)
Apr 20, 2022, 4:30 PM
Check-in (internal)
Apr 20, 2022, 4:30 PM
Mark Your Calendars: Accountant, Tax Professionals and Small Business Owner View this email in your browser (https://mailchi.mp/464fd6fe480e/qbox-february-newsletter-8995886?e=b3ce740a0f) We are excited to announce that we've partnered with CPA Academy to host a series of webinars in 2022. These webinars, delivered by industry experts, will provide educational content and developments important to the accounting profession. Join us on April 26th at 11am Pacific/2pm Eastern. Our host Donny C. Shimamoto, CPA. CITP CGMA will discuss ways to effectively create an innovation strategy and developing a plan for modernizing the way you provide accounting services with the latest accounting technologies. Also, learn various ways to revamp your firm or finance department’s service offerings to reduce cost and reduce your staff’s workload, while allowing your staff to focus on more value-added areas like financial planning and analysis and decision support. The best part of CPA Academy is that membership is completely free. Members have access to the highest quality webinar presentations by thought leaders in the profession. Members can also take advantage of opportunities to view self-study and archived sessions, enjoying the ability to choose between real-time or past events. Register Now (https://coraltree.cpaacademy.org/webinars/a0D2S00000tMZ8sUAG) CoraCloud is a cloud collaboration resource that Accountants and Tax professionals can use to service their clients effortlessly during this busy season. It has every feature that you need to manage all your clients: * Cloud portal to send and receive documents securely, that can be accessed from any device like Windows, Mac or iPad. * Add clients of any type and share documents with Team Members and Client users; Give them permission appropriate to their user role. * Edit or create documents in the cloud, or create on the desktop and upload documents. * Project Organizer to create tasks, assign owners and set dates for completion of tasks. Launch Cora Assistant to follow up with task owners automatically. * Electronic Signature, and signature templates that can be used to sign documents electronically without the need for printing and scanning. * Notifications and Search features. Schedule a Demo (https://meetings.hubspot.com/ts-srinivasan/coracloud-demo-ts-ally) ============================================================ Copyright © 2022 CoralTree, Inc, All rights reserved. You are receiving this email because you opted in via our website. Want to change how you receive these emails? You can ** update your preferences (https://coraltreetech.us14.list-manage.com/profile?u=2a84344af0d86304941b0db24&id=e076430f7d&e=b3ce740a0f&c=286625ff1c) or ** unsubscribe from this list (https://coraltreetech.us14.list-manage.com/unsubscribe?u=2a84344af0d86304941b0db24&id=e076430f7d&e=b3ce740a0f&c=286625ff1c) . Email Marketing Powered by Mailchimp http://www.mailchimp.com/email-referral/?utm_source=freemium_newsletter&utm_medium=email&utm_campaign=referral_marketing&aid=2a84344af0d86304941b0db24&afl=1
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