ADP - Certified Partner in Accountant Connect^SM

Author: Rhonda Shurter, Dawn Brolin

The ADP Accountant Connect certification is designed for accounting professionals seeking to elevate their practice through technology, offering them the tools and knowledge necessary to transform their approach to client service and firm management. Participants will gain insights from experienced CPAs on practical strategies for integrating Accountant Connect into their daily workflow, focusing on how accounting firms can leverage these tools to improve operational efficiencies and expand their advisory services.

Publication Date: July 2024

Designed For
This course would be appropriate for, CPAs, CMAs, CGMAs, CIAs, CFEs, CFOs, CEOs, employees, staff accountants, managers, and anyone who is interested in leveraging ADP Accountant Connect to better serve their small business clients.

Topics Covered

• Managing your client base
• Boosting firm efficiency
• Expanding your advisory services
• Tax and compliance resources

Learning Objectives

• Recognize how to maximize the functionality in ADP Accountant Connect, including payroll insights, client data access, and custom reporting capabilities to increase productivity
• Recognize how to utilize Accountant Connect to streamline firm operations, reduce time spent on administrative tasks, and improve overall workflow efficiency
• Recognize how to leverage Accountant Connect’s data analytics and reporting tools to offer deeper insights and advisory services to clients, thereby increasing the firm’s value proposition
• Recognize how to effectively integrate Accountant Connect into your service offerings, including tips on client communication and leveraging platform data to provide strategic advice
• Recognize how Accountant Connect can help you stay abreast of regulatory changes and compliance requirements, ensuring that your firm and your clients remain compliant

Level
Basic

Instructional Method
Self-Study

Program Prerequisites
None

Advance Preparation
None