Learn to fully automate your clients' Accounts Receivable processes from soup-to-nuts with AR Collect. In this 'Appy Hour Deep Dive session, Liz and Heather will guide you through the set-up and implementation process and teach you how to use AR Collect with your clients. Accounts Receivable management services are just another way accounting firms can […]

Join us as we discuss why you should use ADP and how their Accountant Partner Program can help you. We’ll dive deep into ADP’s super helpful features and learn about their dedicated Accountant Support and Partner Resources.  Identify useful resources offered by ADP, including COVID support and Service Connect Discover ADP’s Marketing Toolkit and how […]

Learn how to create templates and migrate data to QuickBooks Online. Instead of starting from scratch each time you need to import lists such as the industry Chart of Accounts create and use templates for standardizing the workflow. Rewind can also copy an entire QuickBooks Online data file and replicate single items or all the […]

Join us as we dive deep into the features of Accountant Connect - from creating a free account to locating & utilizing all the different tools that are provided. We’ll discuss ADP’s Practice Management and Analysis Tools and how you can utilize them in your own firm, as well as visit the CCH Resource Library. […]

Join us as we deep dive into how ADP can help you grow your practice by using ADP’s HR Advisory Tools. We’ll discuss new opportunities you may have to expand your service offerings and where to find the resources to help you get there.   Develop ideas for providing HR Advisory Services (Refer vs. Resell) Learn […]

Corpay One offers payments, enhanced approvals and workflows, smart scanning, expense reimbursements, and more - all while integrating with QuickBooks Online, Xero & Sage Intacct. Some key points we'll touch on during this episode: Comprehensive approval processes (payment workflows), accurate OCR, no monthly fees, free ACH & check payments, & free expense reimbursements. Join us […]