March 22, 2027


Vendor Webinar


2 CPE Credits

Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27

Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27

March 22, 2027
Vendor Webinar
2 CPE Credits

Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27

Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27

  • View Bio

    Instructor

    John
    Higgins

    View Bio

Learning Objectives

• Recognize the full potential of your Microsoft 365 investment
• Identify specific, actionable initiatives to do more across the Microsoft 365 ecosystem

Major Topics

• Round robin review of lesser-known M365 apps
• Reduce / eliminate internal email communications with Teams and SharePoint
• Collaborate on spreadsheet and documents with your colleagues in real time
• Get control of your appointment schedule with the Bookings app
• Tap the full potential of OneNote as your primary repository for notes, correspondence and more
• Replace email attachments with secure file sharing links
• Document business processes with the Stream app
• Leverage the power of AI in M365 with Copilot

CPE Credits Available

2 CPE Credits
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Basic

Intended Audience

CPAs and other financial professionals who use the Microsoft 365 ecosystem

Provider

CalCPA California Society of CPAs

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