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Accounting Firms Now Collaborate Online via Microsoft Office

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Any CPA website hosted by CPA Site Solutions automatically has the benefit of email, online documents and more via the Workteam Collaboration Suite. Email integration is easy enough however using online documents, part of a paperless office solution, is sometimes a longer process. The integration of online documents within Microsoft Office through Officesync is easy. It also makes your accounting firm efficient and is one more step towards a paperless office.

Integration. A quick free download gives you access to your Google docs via Microsoft Office 2003 or 2007. The free version gives you the ability to collaborate using Office and Google Docs. There is a premium version that allows collaboration via Google Sites that could Officesync be worth it.

How It Works. Officesync shows up directly within your Microsoft Office software. Right below the Save As button you should see an Officesync option. From here everyone in your accounting firm has the option to open, create, or share an online document.

The Benefits. If your accounting firm collaborates on documents between team members, then you have the benefit of instant updates. This shortens the time it takes to work on a project between accounting firm team members. All team members have instant access to any and all updates that have been made to a document, while never leaving Microsoft Office.

Most accounting firm’s are used to using Microsoft Office. Having Officesync means no one in your accounting firm has to learn much more. Accounting members do get the benefits of Google docs within their existing workflow. These benefits include being able to share documents online, access a document from any browser, and team collaboration.

More and more accounting firms are recognizing the benefits of a paperless office in terms of efficiency. Since Officesync integrates with Microsoft Office, there is little or no learning curve.

Do you already use Google Docs within your accounting firm? How has it helped your accounting firm get things done? Comment below.

Free Online Presentation Tool for Your CPA Firm’s Website

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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.

ZohoShare

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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