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Transforming Tax and Accounting Firms with Microsoft Teams: A Comprehensive Guide

Discover how Microsoft Teams can revolutionize communication and collaboration in tax and accounting firms. This introduction outlines the unique functionalities of Teams, emphasizing how to structure and use it effectively for various workflows. From creating teams and channels to integrating crucial applications, learn to customize your workspace to better serve your clients. Tailor your processes, streamline communications, and enhance productivity with Microsoft 365 solutions designed specifically for the demands of accounting firms.

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Transforming Tax and Accounting Firms with Microsoft Teams: A Comprehensive Guide

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Presentation Transcript

  1. O365 Teams For tax & accounting firms

  2. Introduction to teams Microsoft o365

  3. What is teams? A Hub for teamwork to connect your teams

  4. A Team is… • A Project • Category of Work • A group of users

  5. Use the team to set the users • Channels carry their own email address • Creating a Channel creates a folder under the Team Document tree on SharePoint • Channels filter the data from the team to a subject What is a channel? A team can have many channels

  6. Connect the apps and data …In one place

  7. Creating the right structure for your firm Microsoft o365

  8. Build your teams Analyze your firm’s structure Know the type of service(s) you offer Have a good idea of your workflow and delegations Be logical How would you like to see the data displayed to you?

  9. Teams is flexible and can be tailored to an office of 1, with ability to scale up all the way to enterprise level. Take the time to learn and know your process Set your system for you and your firm

  10. Sample structure Teams for General Work (Payroll, BK, etc) Team for Customers Teams for Admin/Executive level Team for you

  11. Integrations and Flows Microsoft o365

  12. integrations Plug into each channel the tools you need: Files Notebook Planner SharePoint Lists Spreadsheets Specific files Adobe sign

  13. Keep track of tasks • Have as many plans as you need for each channel • Different views so nothing gets lost • Tailor your task boards for your firm

  14. Flow Take it to the next level

  15. Filler Slide Show flow template search Show sharepoint list to planner flow

  16. Strategies for your workflow Microsoft o365

  17. Clear your inbox Forward your emails into Conversations where nothing gets lost

  18. A paperless office Take pictures Share files Logs and Lists

  19. Streamline your Communication Even with yourself

  20. Mobile applications Microsoft o365

  21. Capture on the go And send it to the right place

  22. Susan tinel Susan Tinel @April15Taxes susan@april15taxes.com www.april15taxes.com

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