Microsoft 365 for Business Tips and Tricks

Microsoft Loop is an exciting new app that has the potential to transform the way accounting professionals work. Its intuitive interface, robust features, and focus on streamlining workflows make it a valuable tool for any accounting or bookkeeping practice. The app creates a digital workspace where your colleagues, clients, and data converge seamlessly, allowing you to streamline workflows and unleash your productivity. The app enables real-time communication, document sharing, and task tracking in one centralized hub. Loop's innovative features make collaboration easier, enabling you to work more efficiently and achieve more success. 

Imagine yourself caught in a whirlwind of tasks as busy season intensifies. You are faced with the dilemma of either meticulously planning every move or embracing the chaos that lies ahead. As an accounting professional, this is a common and age-old question. 

Enter Microsoft 365 Business, your trusted companion that offers a toolbox of features to guide you and your team through the turbulent waters of tax season and beyond. Its collaborative and communicative capabilities empower you to navigate the treacherous currents, streamline your processes, and stay laser-focused on your objectives. Bid farewell to chaos and welcome a thriving business environment in today's dynamic marketplace.

Microsoft 365 streamlines your accounting practice, making it more efficient and effective. Tools like Microsoft Planner, To Do, and Lists allow you to create, assign, and track tasks easily. Collaboration becomes seamless, and you can access your files from any device. Microsoft 365 works seamlessly with other Microsoft tools, creating a harmonious ecosystem of collaboration and efficiency. Embrace the serenity of a well-managed accounting world with Microsoft 365 as your maestro.

In a world fueled by technology, businesses seeking efficiency, productivity, and robust security have found their saviour in Microsoft 365, a unified tech platform that unleashes transformative power. Embark on a journey to uncover the secrets of Microsoft 365, the platform that empowers organizations to thrive in the digital realm. Discover how your accounting or bookkeeping practice can streamline workflows, foster collaboration, and safeguard data with this game-changing solution.

Modern business demands efficiency and flexibility—and that’s precisely what video communication offers accountants and bookkeepers. From real-time collaboration with clients to remote staff training sessions, video chats are a powerful tool that enhances relationships, streamlines operations, cuts costs, and makes complex tasks easier to manage. By integrating this technology into existing workflows, accounting professionals can better serve their clients while taking advantage of the numerous benefits of video communication.

Automation is the perfect tool to help businesses of all sizes amplify their operations for greater efficiency, accuracy, and savings. However, it's essential to consider the risks that come with new technology to reap the benefits. In this blog, we dive deeper into how automation can be leveraged to optimize an accounting and bookkeeping firm's processes and tips on mitigating associated risks. Join us as we explore the power of automation to revolutionize business success!

Fall is a season of renewal and education, allowing us to learn how new software can help improve our workflows. Microsoft's September releases are particularly noteworthy for this purpose, so join us as we explore perpetual learning!

Microsoft Teams can be an effective tool for improving communication and collaboration for accountants and bookkeepers. We examine the features of Microsoft Teams that are particularly beneficial to accounting and bookkeeping professionals and how they can be used to effectively collaborate with clients and colleagues. We also look at the potential pitfalls that can arise when using Microsoft Teams and how to avoid them to maximize productivity gains in accounting and bookkeeping practices.

It's easy to feel overwhelmed by the number of emails and tasks vying for your attention—but there is power in Outlook! Unlock the potential of Microsoft 365 Outlook and take back your productivity. With its powerful features, you can reduce stress and achieve your goals faster than ever. Be sure to join us as we explore this incredible program and learn how to make it work for you.

The Microsoft 365 app platform is constantly evolving. Sometimes it seems difficult to keep up with all the changes. In our M365 App Review webinars, we dive into a specific Microsoft 365 App and look at how we can utilize it in our practices. We will cover new features and best practices. This month’s app under review is Microsoft OneDrive.

These recurring webinars on the third Thursday of each month are available only to our Full and Premium members.  You must register to receive the link. Bring a beverage of choice and get the latest information on the OneDrive Microsoft 365 app!

Register NOW

The Microsoft 365 app platform is constantly evolving. Sometimes it seems difficult to keep up with all the changes. In our M365 App Review webinars, we dive into a specific Microsoft 365 App and look at how we can utilize it in our practices. We will cover new features and best practices. This month’s app under review is Microsoft Power Automate.

Register NOW

The Microsoft 365 app platform is constantly evolving. Sometimes it seems difficult to keep up with all the changes. In our M365 App Review webinars, we dive into a specific Microsoft 365 App and look at how we can utilize it in our practices. We will cover new features and best practices. This month’s app under review is Microsoft Stream.

Register NOW

The Microsoft 365 app platform is constantly evolving. Sometimes it seems difficult to keep up with all the changes. In our M365 App Review webinars, we dive into a specific Microsoft 365 App and look at how we can utilize it in our practices. We will cover new features and best practices. This month’s app under review is Microsoft Loop.

Register NOW

The Microsoft 365 app platform is constantly evolving. Sometimes it seems difficult to keep up with all the changes. In our M365 App Review webinars, we dive into a specific Microsoft 365 App and look at how we can utilize it in our practices. We will cover new features and best practices. This month’s app under review is Microsoft Sway.

These recurring webinars on the third Thursday of each month are available only to our Full and Premium members.  You must register to receive the link. Bring a beverage of choice and get the latest information on the Sway Microsoft 365 app!

Register NOW

Microsoft 365 Business offers accounting and bookkeeping practices the opportunity to optimize their workflows, collaborate seamlessly, and improve overall efficiency. In this post, we will explore the various ways accounting professionals can leverage Microsoft 365 Business to their advantage. You have your Microsoft 365 Business subscription - but are you using it effectively?