Regional User Summit, Long Island

November 17, 2015 • Long Island, New York

Event Schedule

Tuesday – November 17, 2015
Time Room Session Speaker
8:00AM-8:30AM Continental Breakfast
8:30AM-9:00AM Keynote – WorkSpace Online
In the accounting industry workflow is everything.  In this session you’ll learn how to use our integrated WorkSpace Online send documents, accept payments, offer online scheduling for tax appointments, in-lobby kiosk check-in and time entry online.
 Philip Phares,
Training Manager,
Office Tools
9:00AM-9:30AM Case Studies from 3 Firms Philip Phares,
Training Manager,
Office Tools
9:30AM-10:45AM Best Pracices & New Features
Learn how to navigate the setup of Work codes, Billing rates, reports and discuss best practices when implementing the Time & Billing in Practice Management. This session will dive into the wonderful and complex world of billing. You will cover and discuss tracking time, Invoicing, tracking payments and more. Session will end with a Round Table Discussion.
Philip Phares,
Training Manager,
Office Tools
10:45-11:45AM Document Management & Client Portal
Office Tools allows for so much more than just storing documents. Learn how you can create and manage document reviews, attach documents to specific events, as well as all of the ways you can import documents into WorkSpace. Plus, this class will give you the opportunity to learn all that the portal has to offer; from color schemes to accepting payments, our WorkSpace Online is a powerful tool for the established paperless office. Session will end with a Round Table Discussion.
Philip Phares,
Training Manager,
Office Tools
11:45AM-12:45PM Lunch
12:45PM-1:45PM Time & Billing
Learn how to navigate the setup of Work codes, Billing rates, reports and discuss best practices when implementing the Time & Billing in Practice Management. This session will dive into the wonderful and complex world of billing. You will cover and discuss tracking time, Invoicing, tracking payments and more. Session will end with a Round Table Discussion.
 Philip Phares,
Training Manager,
Office Tools
 1:45PM-2:45PM  Projects & Workflow
Learn and discuss the Setup and Best Practices of Projects, this session will be a in-depth look at making sure your projects are working the way your Office needs. Helping maximize project workflow opportunities for seasoned and new users alike. In this session you will learn about the full functionality of the Project workflow system. Covering assignment, tracking time, budgeting, and best practices. Session will end with a Round Table Discussion.
 Philip Phares,
Training Manager,
Office Tools
2:45PM-3:00PM Break
3:00PM-4:30PM Panel / Q & A / Round Table
Network with speakers, trainers and other professionals in a Roundtable discussion.
Hear from 3 unique firm experiences as users share how their firm operates and how to best use Office Tools Workspace
 Philip Phares,
Training Manager,
Office Tools

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