You have access to the Workteam Collaboration Suite when you have a CPA website hosted by CPA Site Solutions. The Suite is a powerful tool in being able to collaborate effectively with other team members. Manymoon is an online tool that gives you an enhanced interface to aid in getting projects completed.

Alongside Existing Solution. There are times when having a new tool takes longer than using an existing solution. What is nice about Manymoon is that it works within an existing solution.

All In One. Manymoon pulls different data like your calendar, online documents, and contacts and puts them all in one handy location. You get a clean overview of  a project’s milestones, documents, members, events, and more. What you have been working on becomes easier to view and to use.

Commenting on Daily Activity. The Project Bulletin, for example, allows you to see the activity of everyone in your CPA firm. You can also comment on each of the recent actions they have taken.

This allows for an easy, quick way to follow what people are doing and offer instant feedback or suggestions. Think of it as a micro-blog for your CPA firm. At the end of the day or week you get an instant run-down of what others have done.

Not a Replacement. The key is that Manymoon isn’t a replacement for your existing solution but rather an enhancement. For example, you don’t have to create a separate account. Already logged in to your email? Click on Google Apps on the Manymoon site. You are now logged in to Manymoon!

Using different tools throughout the day is a distraction. Manymoon allows you to use the Workteam Collaboration Suite in a whole new way. You get an overview that keeps you on top of tasks. Keep track of everyone else on your team and give instant feedback through the comments feature.

What do you use to manage you and your CPA firm’s tasks? Are you happy with it or are you looking for a better solution? Comment below and share with other readers.

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More and more CPAs are taking the steps towards becoming a paperless office. The goal is not just to save paper. As a recent article from Accounting Web points out, you save money as well. The further you embrace cloud computing, the more you can save.

Cloud Computing. Wikipedia defines cloud computing as, “ Internet-based computing, whereby shared resources, software and information are provided to computers and other devices on-demand, like a public utility.” Basically it is changing from using software on your own computer to using browser based software.

Wikipedia on Cloud Computing

Applied to Your CPA Website. You already have some of these tools in place. Take a look at the first part of a series about going paperless that looks at the Vault system. There is also the Workteam Collaboration Suite that gives you online document capability.

Motivation. The second part of the going paperless series looks at motivation.  The collaborative nature of most online tools makes it a time saving element. Getting other people in your firm and clients to use some of the tools can take time. After that first step, most see the obvious benefits of cloud computing.

Adding Other Tools. There are always more cloud computing tools you can add. Some of the more popular online tools are:

• Online Photo Editing
• Online Chat
• Screencasting
• Translating Your Website
• Screensharing
• Meeting Scheduler

Always Updated. One of the best features is that online tools are always the updated version. You don’t have to download anything. You use online tools wherever you have access to a browser.

Cloud computing offers a bit of freedom. Once you start using online tools, especially with mobile devices, you easily become a fan.

Have your own favorite online tools you use? Share with other readers in comments below. You get a link back to your CPA website for added SEO benefit.

Zoho has a lot of different online tools that can be freely and easily used by any CPA. Covered in a previous post was a free project management tool. Here is a break down of another great tool Zoho Show and how it could be used to enhance your accounting firm’s website.

Zoho Share

Free Sign-up. You can sign up for Zoho Show free and it only takes a moment. The service is in beta and they could start charging at any time although it seems there should always be a free service.

Presentations Easier Than Video. Capturing new clients with a presentation on your CPA website can be a lot easier than a video while still offering similar features. Rather than making the client read through a lot of what you offer, you can present key, critical features in a online presentation.

Create or Import. Do you already have a presentation created for your accounting website? No problem you can import it. You can also create a new presentation quite easily using all of their online tools.

Embed on Website. When you are done there is even code generated for you so you can place the presentation on your CPA website. Once you get the code you can email that to support@cpasitesolutions.com with where it should go on your CPA website.

Remote Presentation. You can even use it for seminars for your accounting website. The system allows you to send the presentation directly to any email addresses.

Online presentations can be another way to attract potential clients to what services your CPA firm offers. These presentations can be easier to implement than video on your accounting website yet can have a similar benefit.

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