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Mobiledashboard statx

SETTING UP A MOBILE APP DASHBOARD FOR QUICKBOOKS ONLINE: DEMO

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 22, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Series: QuickBooks Online
Course Description

The world is moving to mobile. CPA and Accounting firm clients expect up-to-the-minute information and are eager to move past weekly email updates. This course will cover the benefits of mobile dashboards for CPAs, Accountants and their clients. This course will show you how to migrate your financial updates to mobile and speed up collaboration, approvals & decisions.

For maximum benefit, install the free StatX app from Apple App Store (iOS) or Google Play Store (Android) before the class. You will be able to follow-along with the Instructor to set up StatX app, configure QuickBooks Online account and start sharing it with clients.

Learning Objectives

  • Understand mobile impact on client communications for Accountants and Professional Service providers.

  • Benefits of migrating from legacy email and pdf reporting to mobile dashboards.

  • Steps to set up an automated mobile dashboard for QBO using StatX.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Prasad Raje

Statx
CEO & Founder
[email protected]
(650) 397-1636

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Prasad Raje is CEO of StatX Inc. and oversees overall business and product strategy and drives day-to-day company operations. Prasad was previously CEO of Instantis (acquired by Oracle) and has 20+ years of experience in mobile, SaaS and business collaboration and communication software.

About Our Presenter

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StatX Inc. is changing the way business collaborates. StatX is a mobile dashboard app available in Apple App Store (iOS), Google Play Store (Android) and QuickBooks App Store.