How to Get the Most Out of Your Portal Year-Round

Security, convenience, liability and visibility make portals valuable outside of busy season.

By Sandi Leyva and Michelle Long
The Ultimate Accounting Virtual Conference

We’re really thrilled to have Grady Slane with us today. He is a product marketing manager for Citrix Share File.

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Grady: I’ve been with Citrix Share File for five years and through that entire time period I’ve been working with accountants. I hope I’m able to share some insight today, particularly on portal technology that you find helpful.

Posted on September 14, 2016

Michelle Long and Sandi Leyva

About the Author

Michelle L. Long and Sandi Smith Leyva deliver online resources, training, and conferences on accounting, technology, and marketing skills.

See more by Michelle Long here

Sandi Smith Leyva, CPA, CMA, MBA, is the founder of Accountant’s Accelerator, which helps accountants earn more, work less, and serve their clients better through her innovative coaching and training services through AcceleratorLibrary.com.

See more by Sandi Leyva here

Michelle Long, CPA, MBA, is the founder of Long for Success, LLC specializing in QuickBooks services and helping small business owners and accounting professionals start and grow their business.

As the owner of Long for Success, Michelle is one of the top QuickBooks experts in the country, an accounting industry thought leader, and a sought-after speaker and author. She is a top international trainer for Intuit, authors numerous Intuit Academy courses, and co-developed the Advanced QuickBooks Online certification course. Her company serves clients around the world, offering speaking and writing services, course and certification development, books, events, and consulting, all within the small business ecosystem.

She hosts her own webinar series, QB Power Hour, which airs every other Thursday with co-host Hector Garcia. She also co-hosts with Sandi Leyva the longest running virtual conference in accounting, the Ultimate Accounting vCon. See more by Michelle Long.

Click here for more by Michelle Long and Sandi Leyva

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