One of the great features we offer with our web sites is the Workteam Collaboration Suite which has the ability to create a wiki.

A wiki is a web site that uses software which allows you to collaborate upon anything from different ideas to full blown projects.

As we have detailed on our website you can use a wiki to do things like build a CPA and accounting procedure manual. This can help keep the team up to date and offers the ability to not only collaborate more efficiently but also more effectively. So how can you create a wiki and make your websites and office run more efficiently?

If you have our Workteam Collaboration Suite you can get started by following the steps below:

•  Log into your email account
•  Click on Sites which is just above the search box.
•  Choose a site name, category, site description, who to allow to
collaborate or view the site, and the site theme.

Once you have a wiki site activated you can then create pages. The most common page to create is a web page .

Having this established allows you to collaborate with your team. You can invite other people to edit the page and several other page actions .

A wiki works especially well for documenting office procedures. You can easily systematize and share your accounting, billing, and marketing procedures with your entire office. It also works great for training new team members. You’ll be able to easily on-board any new CPA you have hired by having a centralized easy to access and edit training manual.

You can also use a wiki to brainstorm ideas. For this you can jot down ideas in the wiki and share them with your team. Your team can also comment on any documentation you’ve made and make suggestions for improvements.

The key to the collaboration is that it is ongoing. This means the wiki pages are living documents, always adapting to your CPA and accounting needs.

Don’t hesitate to contact your web designer about how CPASiteSolutions uses their wiki and how it can work for you!

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