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Toolstostreamline citrix

TOOLS TO STREAMLINE YOUR PROCESSES

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 15, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Series: Bookkeeper
Course Description

Would you like to learn tips and tricks on how to use technology to streamline your business processes? Mariette Martinez is passionate about helping accounting firms like you learn ways to become more efficient with their time. Her services cover professional software training, consulting on small business accounting technology & workflows, strategic financial & retirement planning and tax preparation. She loves contributing to her Solo-preneuer community and delivers her insights by embracing cloud based solutions and social media.

Learning Objectives

  • Using the cloud makes it easy for your team and clients to securely upload, download, and share files using a single custom-branded portal.

  • Having an e-signature tool will streamline document signing and cut down manual signing process time by up to 93%.

  • Ensuring your technologies are integrating and your workflow is not interrupted, only enhanced, by using the cloud.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mariette Martinez

MasterYourBooks Learning Center
IRS Enrolled Agent, Financial/Tax Accountant, Intuit Trainer & Public Speaker
masteryourbooks@mariettemartinez.com
(909) 509-5887

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Mariette is the founder and lead educator at MasterYourBooks Learning Center. 

After two decades of serving as a small business accounting advisor, she is on a mission to deliver action-based learning content so that no business is left behind due to the lack of financial literacy and community support to empower their entrepreneurial dreams and goals.

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Jason Goldfinger

Mango Practice Management
Vertical Manager Accounting
jason.goldfinger@citrix.com
(919) 948-1588

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Jason Goldfinger began working for Citrix ShareFile 2 years ago. Since then, he’s worked on multiple projects, but found his home directing the Accounting Team. He enjoys working with accountants and speaking with them at the different conferences throughout the year. Some Interesting facts about Jason: Besides having the same last name as a James Bond movie, he really enjoys golfing and playing poker. He has a black lab named Oakley that enjoys eating shoes and comforters.

About Our Sponsor

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ShareFile is a secure, cloud-based content collaboration platform that makes it easier for businesses to share, send, sign and store documents on any device, anytime. We bring business-class file sharing, streamlined workflows and real-time collaboration all together in one place.