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Webcast

Digital Ledger: The Future of Note-Taking in Accounting

Get expert advice on the best digital note-taking tools available to your practice.

Individual
Teams

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Computer Software & Applications
Course Level
Basic
Format
Webcast

Course Description

The course was filmed live at the 2023 New Money Summit.

Over the course of an hour, we will delve into the transformative world of digital note-taking, specifically tailored for the dynamic needs of accounting and financial professionals. We’ll explore a range of products and compatible software that redefine the efficiency and accuracy of note-keeping in our field.

  1. Feature Comparison by Product: We will systematically compare features of leading digital note-taking tools, examining how each can be optimally utilized in various scenarios. Participants will gain a comprehensive understanding of what each tool offers.
  2. Best Practices: This segment focuses on integrating digital note-taking into your daily workflow. We’ll discuss strategies for data organization, security protocols, and how to effectively sync your notes across multiple devices and platforms, ensuring compliance and ease of access.
  3. Tips and Tricks: Learn practical tips and tricks to enhance your note-taking. This includes shortcuts for quick note entry, using voice-to-text features for efficiency, and techniques for integrating these notes into your tech stack to streamline your processes.
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Learning Objectives

Upon completion of this course, participants will be able to:

  • Understand and Evaluate: Participants will be able to understand the key features of various digital note-taking products and evaluate which ones best fit their professional needs and workflow.
  • Implement Best Practices: Learners will gain knowledge of best practices in digital note-taking, including data organization, security, and integration, and will be able to implement these practices effectively within their work.
  • Enhance Efficiency: Attendees will learn various tips and tricks to enhance the efficiency and accuracy of their digital note-taking, leading to improved productivity in their business practices.
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Course Specifics

Course ID
WC1223358937
Revision Date
January 23, 2024
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Sabrina P. Cook, CPA

Sabrina P. Cook, CPA, is a tax practitioner, speaker, mom, and accounting personality. Based in North Carolina, Sabrina works directly with other tax professionals all over the country who have clients with income tax nexus in multiple states. In addition to running her firm, Sabrina is passionate about the accounting pipeline, particularly helping women stay in public accounting and thrive in their careers. She is the co-chair of the NCACPA Women’s Initiative and has been featured in Bloomberg Tax and podcasts such as Accounting High and Entrepreneur Exchange.

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