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[1.0 CPE Credit]

About this webinar

You may have heard about Zapier, an online automation tool that connects your favorite apps, but are you unsure about where to start and how to use it in your practice? Jay Kimelman, CPA, CITP will show you how to connect the apps you use every day when there isn’t a native integration. Learn basic steps that will cut minutes, even hours, out of your busy day.

jay kimmelman

 

Course Objectives:

Understand how Zapier works

Learn how to set up Zapier for efficiency

Learn how to connect apps to Zapier

Understand the difference between a trigger and an action

Learn steps for building a basic Zap

Learn how to build an onboarding Zap that connects engagement letter execution, client onboarding emails, and team notification

 

About your instructor

As a recovering appaholic Jay Kimelman, CPA, CiTP, pairs his love of technology with his love for accounting.  Jay is the founder and CEO of the digital CPA & the digital Integrator, beyond the cloud firms delivering accounting, tax, technology and consulting services to SMB owners and accountants, freeing them from the desktop. Jay is also a Co-Founder of Bluewire Strategy Group, a consulting firm specializing in crafting the modern accounting firm. Jay has been named multiple times to the Top 50 Cloud Accountants list, was named Xero Most Valued Professional in 2016 and currently serves as a National Xero Ambassador.  When not working Jay is a dance dad, supporting his daughter Abigail and can be found spending time with his wife Wendy.

 

 

 

IMPORTANT INFORMATION ABOUT CPE:

Participants will earn 1.0 CPE credit.

Field of Study: Computer Software and Applications- Non-Technical

Prerequisites: None

Advanced Preparation: None

Program Level: Beginner

Delivery Method: Group InternetWebinar

 

Refunds and Cancellations: Requests for refunds must be received five days prior to the webinar and are subject to a $25 cancellation fee. No refunds will be granted less than five days prior to the webinar. For more information regarding refund, complaint and/or program cancellation policies, please email amanda@elefanttraining.com.

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Elefant, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.