Webinar: Creating Client Portals with Office 365 SharePoint Online

WC1341  |  Partner Virtual Events  |  Basic  |  Scheduled

Description

This course is designed specifically for those firms that want to use SharePoint Online as their client portal solution. The extensive customization features that are available for designing your SharePoint sites make it a very powerful platform for your client portal solution. This course will introduce you to a comprehensive model for creating a SharePoint client portal.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.

Credits

Number of Credits Type of Credits
3 Other

Prerequisites

None

Highlights

The specific topics that will be covered in this course include:

  • SharePoint client portal paradigm
  • Best practices for establishing your client portal design
  • Site templates for maximum efficiency and consistency
  • Developing your client onboarding process
  • Client site security
  • Marketing and educating your clients on the SharePoint portal

Objectives

Upon completion of this course you will:

  • Be prepared to develop a client portal strategy based on SharePoint
  • Realize what it takes to design and build a SharePoint client portal system
  • Know how to market the SharePoint portal to your clients

Preparation

None

Notes

This webinar is provided by CPA Crossings, LLC. After registering for the course, you will receive an email from CPA Crossings with instructions for logging in to the webinar and obtaining your eMaterials.

Prices

Member (Early Bird)
$99.00
Non-Member (Early Bird)
$99.00
Member
$99.00
Non-Member
$99.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com