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ENGAGE 2020


PST2023 - PST2023. How Small Tax Firms Use MS Teams for Internal and Client Collaboration


Jul 24, 2020 12:05pm ‐ Jul 24, 2020 12:55pm

Description

As email is becoming out of control and less secure, new methods of communicating are needed for both internal and external firm communication. In this session, you will learn how a small firm uses Microsoft Teams for their internal communication and structure as well as how to use it to collaborate with clients.

Learning Objectives:
  • Basic understanding of using Teams within the Firm.
  • Basic understanding of how a firm can securely collaborate with their clients.

Speaker(s):

  • Shayna Chapman, CPA.CITP, CGMA, Founder and Chief Strategist, Shaynaco LLC
Category: Concurrent Session Online

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