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IPBC Webinar: Plooto
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8/23/2017
When: Wednesday, August 23, 2017
1:00 to 2:00 p.m. (PDT)
Where: On-Line
Canada
Contact: Anita Andriash
866-616-4722


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Plooto

Presented by Kevin Wallace

Webinar Content:

  1. Evolving role of bookkeepers/accountants – moving to the cloud
  2. Demo of the Plooto Platform
  • Why Plooto helps businesses and how to replace cheques and wires
  • Using the client dashboard to manage multiple clients (w/ full visibility into cash flow)
  • How the integration/auto reconciliation saves you and the client time
  • The approval workflow – get payments approved anytime from anywhere
  • Tying it all together – the overall cloud workflow
  1. IPBC Promotion, signing up for Plooto, next steps 

Presenter's Bio:

 

On a daily basis Kevin works directly with Bookkeepers and Accountants who use Plooto to streamline AP and AR for their clients.  

   

Company Background:

Plooto is a cloud based payments platform that makes it easy for businesses to send and receive payments in both Canada and the US. Plooto works with thousands of companies across Canada and the United States to simplify daily financial activities, including:

  • The sending and collection of payments (anywhere in Canada and the U.S)
  • Automatic sync and reconciliation of payments in accounting software
  • International payments
  • CRA payments including T2, GST/HST and Payroll remittance
  • Foreign exchange rates (that are better than the banks!) for supported currencies
  • Integrated notifications and signing authority permissions
  • Access to live support from our Toronto team via chat, e-mail and phone 

 

 

*Attending this webinar qualifies for one Professional Development Credit* 

 

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