OneNote: Getting the Most from Templates

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This video focuses on creating and using page templates in OneNote.

By John Higgins

This brief video will show you how to set up page templates in OneNote to provide consistency for related types of content.

Learn more at Roadmap to Microsoft’s Office 365 Ecosystem

A prime example is to create a custom meeting agenda template for each of the specific types of standing meetings that you have. You can also use page templates to create forms that capture specific content in a consistent format. As an example, a client onboarding document. One important point to realize is that you must use the desktop version of OneNote to create page templates. You can use the template in any version of OneNote.

OneNote: The Hidden Treasure in Office 365

Join the Webinar: OneNote – Mastering Organization of Your Notes & Correspondence

By John Higgins

Many years have passed since I began my journey to go paperless, both personally and professionally.  It has been like getting into a fitness routine, the hardest part was getting started.

However, once I began to see the benefits of my efforts, the journey transitioned from a challenge to a very positive experience. Yet, there was always that last mile that was nagging me. What I mean is that it felt like I had ended up with my own personal silos of information. Email messages stayed in Outlook, letters and correspondence stayed in Word, spreadsheets stayed in Excel and so on.

There is so much you can do with OneNote. If want to learn about every nook and cranny feature, please join our webinar: OneNote – Mastering Organization of Your Notes & Correspondence

Then I discovered OneNote. I had actually seen the OneNote icon in my Office applications menu for a few years before I began to explore it. That is when everything changed for me. READ MORE →

OneDrive: Why It’s Essential for Firms

The five reasons you need OneDrive cloud storage and how to use it.

By John Higgins

Accounting firms need to have all their shared files stored in one of two cloud storage platforms: OneDrive for Business or SharePoint Online. The two applications are variations on the same theme, but they are central to the entire Microsoft Office 365 ecosystem.

Learn more in these upcoming two-hour webinars: OneDrive Cloud Storage–What It Is and How To Use It and OneDrive–File Sharing and Collaboration in the Cloud

OneDrive is where you would store all of the files that you do not typically share with others, either inside or outside your organization. On the other hand, SharePoint is the place where you should store all the files that you share with others. You have a lot of control over how you organize your SharePoint storage to control who can access which files.

The benefits to your firm for leveraging cloud storage are numerous: READ MORE →

Developing Your Office 365 Deployment Strategy

Don’t treat it as just an extension of your desktop applications. That’s a waste.

By John Higgins
CPA Crossings

Once you have made the decision to commit to deploying Office 365 in your organization, it is important that you develop a deployment strategy. This will determine whether you achieve success or failure.

For more: Join the webinar, Office 365 – Ready, Set Go! – Developing Your Strategy, 2 hours, 2 CPE, Aug. 12, at 2:30 pm ET. Register  |  Learn More

There are countless examples of organizations that treat Office 365 as simply an extension of the Microsoft Office desktop applications. They simply make Office 365 available to their staff without any advanced planning or training. A sure recipe for disaster.

My goal is to provide you with some insight into how to effectively plan for your Office 365 deployment to maximize the return on your investment and optimize the efficiency in your workflows. READ MORE →

How to Sync OneDrive & SharePoint Files to Your Local PC

The sync feature works the same in both OneDrive and SharePoint. The brief video below will demonstrate step-by-step how to sync files.

By John Higgins
CPA Crossings

The sync feature is designed to enable you to keep a replicated copy on your PC of a document that is stored in OneDrive or SharePoint. This option is perfect for those times when you have a spotty internet connection since it allows you to have a local copy on your PC to access whenever you need to, even without internet availability. The best part about the sync feature? No matter what document is updated, whether it be in SharePoint, OneDrive, or on your local PC, the file will be updated everywhere.

Learn More

If you are interested in learning more about the differences between OneDrive and SharePoint, check out these webinars from our partner, CPA Crossings, that provide in-depth detail of each application.

OneDrive Cloud Storage – What It Is and How to Use It: A comprehensive review of OneDrive features and how to develop a deployment strategy that works best for your organization. If you deploy OneDrive for Business without a plan, you can quickly end up with a mess on your hands! This course will help you prevent that from happening.

Office 365 SharePoint – What It Is and How to Use It: In-depth review of what SharePoint has to offer and how to use the wealth of its functionality. Adequately understanding SharePoint will significantly improve information and file sharing both inside and outside your organization.


John Higgins: Why Office 365?

Because firms need to get their money’s worth out of the ubiquitous software app.

By John Higgins
CPA Crossings

Most firms are already using Microsoft Office 365. But too few are leveraging all its features, particularly the tools that accelerate workflows by fostering collaboration and speeding communications.

Accounting is a Team Sport

Why the new generation of accountants loves their Microsoft Teams software.

By John Higgins
CPA Crossings

Tax and accounting professionals spend a lot of time worrying about blockchain and artificial intelligence, but what they’re really talking about is teamwork. Professionals today aren’t working in silos anymore. They expect to work more collaboratively. So one of the most practical technology applications for CPA firms today is Microsoft Teams.