AccuAccount User Training
Sessions On-Demand

Stay tuned to this page for upcoming live events! If you have any questions or need to reach us, click here.

Jul
30

Training

Tips For New Admins

July 30, 2024 @ 11:30 AM - 12:00 PM EDT

In this webinar we will focus on settings, features, and materials to help new admins make the most of AccuAccount.

After registering you will receive a confirmation email containing information about joining the training.
 

Aug
28

Training

Back to School: Imaging 101

August 28, 2024 @ 11:00 AM - 11:30 AM EDT

Do you know all the ways you can get images into AccuAccount, or the best imaging method to use for different situations? In this webinar we will break down the imaging methods available, and different ways they can be used, allowing you to mix and match these methods to fit your needs!

After registering you will receive a confirmation email containing information about joining the training.
 

Sep
26

Training

Tackling Tax Returns

September 26, 2024 @ 4:30 PM - 5:00 PM EDT

We are frequently asked about the best way to handle images and exceptions for Tax Returns. In this webinar I will break down the most common methods used, and the Pros/Cons of each.

After registering you will receive a confirmation email containing information about joining the training.
 

Oct
29

Training

Afraid to Purge? We can help!

October 29, 2024 @ 11:30 AM - 12:00 PM EDT

The Purge function in AccuAccount allows you to clear out records and documents that are past their retention period, or no longer needed. This frees up space on the server, and helps AccuAccount run smoothly. This webinar will highlight the Purge functions and what they can do, and some best practices to help you get started.

After registering you will receive a confirmation email containing information about joining the training.

Nov
21

Training

Did you know? Hidden gems you already have access to…

November 21, 2024 @ 11:30 AM - 12:00 PM EST

AccuAccount has several features aimed at making work easier and more efficient. Join me for a treasure hunt in AccuAccount to discover these hidden gems...

After registering you will receive a confirmation email containing information about joining the training.
 

On-Demand Videos

AccuAccount Training Videos

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