[CPAnywhere] Seminar – Productivity reports for Professional Firms

Dear Sir or Madame,

We would like to invite you to come to the seminar on the 1st of March, 2016.

The purpose of the seminar is to examine the various productivity reports that will be useful for CPA and law firms.  Attached please find the sample of the reports for your reviewing.  At the seminar, you have the opportunity to ask question, voice opinion or making suggestion to the various reports.  CPAnywhere is a very large and complex system.  However, we will make the seminar useful to you by just walking through the much anticipated reports for professionals and leave the actual operation to other courses.

1. The coming seminar is to introduce CPAnywhere to CPA firm, law firm and professional service providers as a powerful practice management system.

Target audience:

l  Partners and owners

l  Senior Manager in charge of system development

2. We will discuss the following features in the seminar:

• Time sheet and job management
• Invoicing, disbursement and advances
• Settlement, credit memo and receipts printing
• Trust monies management
• Executive information portal
• CSA Data Transfer Program, installation and setup
• IRD letters management
• Client newsletter publishing, set up and running
• Leave management
• Payroll, MPF and IRD reporting
• Accounting system setting
• Accounts payable

3. We will also talk about the difference between CPAnywhere and the coming Master Payroll Service (MPS.HK) platform.  The MPS platform is to be used to serve your clients on payroll and HR matters.

Please bring along an iPad, Tablet or a smart phone to the seminar.  CPAnywhere is an extensive ERP (Enterprise Resources Management) system and it may take years to fully implement the various aspects of the functions.  If you are new to the system, you can try out the system at the seminar.  If you are already using CPAnywhere, you can directly access your own data and ask specific question relating to your own practice.  Please bear in mind that only the designated partners can access to the secretive Executive information portal of your firm.

Sincerely,

Harry Tsui CPA