December 15, 2026


Live Webcast


2 CPE Credits

Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools

December 15, 2026
Live Webcast
2 CPE Credits

Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools

  • 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 and Applications

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Technology

Prerequisites

None

Advanced Preparation

None

Intended Audience

Anyone who uses the Microsoft 365 ecosystem 

Provider

Higgins Advisory

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  • MACPA Non-Member

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