2.0 CPE credits • Computer Software & Applications
This 2.0 CPE self-study course gives CPAs a practical and current guide to act! crm for cpa firms: client relationship management and marketing follow-up. It emphasizes application configuration, data quality, role permissions, reporting, and client service standardization; CAS workflow design, advisory deliverables, capacity, and scalable firm operations, with implementation checklists, review questions, and a qualified final assessment.
Course code: T41. Passing score: 70%.
Skill Level: Beginner