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Sessions: Friday 8:30 AM

Friday September 21, 2012  -  8:30 to 9:30 AM

Track 1  -  Presented by SAGE: Using EFT Direct 

Sage Simply Accounting EFT Direct lets you quickly and easily transfer data from your accounting files to your financial institution. You are quickly able to perform employee and vendor direct deposits as well as customer pre-authorized debits. This simple but powerful program makes it easy to use electronic banking to make payments to vendors, receive payments from customers, and pay employees in Canada or in the US. This session shows you how to set up and get going with Sage 50 CDN EFT Direct.

Track 2 - Presented by INTUIT: Sales Taxes in QuickBooks

 Learn how QuickBooks handles sales taxes across Canada. See how PST, GST and HST are all handled seamlessly with QuickBooks. Learn how to make adjustments, create reports and file your clients sales tax to ensure they stay compliant with the Canada Revenue Agency.

Track 3 - Presented by David Merritt, Client Track- The perfect practice management solution for accounting professionals

We would like to present an opportunity to learn how Client Track can take control of your practice. Client Track is a highly acclaimed software package which is designed specifically for accounting professionals to help them manage their practices.

This session will provide an overview of Client Track and it's features that allow you to easily manage and streamlineall of your deadlines and task tracking, time & billing, client management, documentation and appointment scheduling in one simpleand easy-to-use program.We will alsoshow youhow to automatically notify all of your clients of each of their upcoming deadlines, quickly create labels and merge client information directly into documentation like privacy polices, engagement letters, etc.

You will find out how Client Track can substantially increase the organization and communication within your office, so that you and all of your staff always know exactly what needs to be done and when.

This is your opportunity to finally take control of your growing practice and implement a very cost effective solution which will handle all of your client management needs.

Track 4 - Louie Prosperi, IPBC Execitive Deirector - An Open Forum on IPBC Membership

Join Louie Prosperi for an open discussion on your IPBC membership. What would like to see in the future and where does IPBC need to make improvements are just a few of things we hope to learn from you. It's YOUR membership, come and be heard!





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