CPA - medium firm
CPA - large firm
The world is moving to mobile. CPA and Accounting firm clients expect up-to-the-minute information and are eager to move past weekly email updates. This course will cover the benefits of mobile dashboards for CPAs, Accountants and their clients. This course will show you how to migrate your financial updates to mobile and speed up collaboration, approvals & decisions.
For maximum benefit, install the free StatX app from Apple App Store (iOS) or Google Play Store (Android) before the class. You will be able to follow-along with the Instructor to set up StatX app, configure QuickBooks Online account and start sharing it with clients.
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Understand mobile impact on client communications for Accountants and Professional Service providers.
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Benefits of migrating from legacy email and pdf reporting to mobile dashboards.
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Steps to set up an automated mobile dashboard for QBO using StatX.
cynthia, MD
"Enjoyed my first webinar with CPA Academy! The communication with the staff has been painless and helpful! Highly recommend."
Charla, CO
"I viewed the course since my husband's company is currently using QBO and will recommend product to his CPA. Thanks!"
Prasad Raje
Statx
CEO & Founder
prasad@statx.io
(650) 397-1636
Prasad Raje is CEO of StatX Inc. and oversees overall business and product strategy and drives day-to-day company operations. Prasad was previously CEO of Instantis (acquired by Oracle) and has 20+ years of experience in mobile, SaaS and business collaboration and communication software.
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