SharePoint Sites for Accounting Firms: Build a Client-Ready Command Center

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Speaker: Therman Trotman

This is a 3-part series: Mastering Microsoft Tools for Accounting Pros

  • Part 1 (SharePoint Sites for Accounting Firms: Build a Client-Ready Command Center): October 13 @ 2:30pm ET
  • Part 2 (SharePoint Lists: Track Work, Deadlines & PBC Requests Without Spreadsheets): November 10 @ 2:30pm ET
  • Part 3 (Document Libraries: Organize Workpapers with Metadata, Versioning & Secure Sharing): December 8 @ 2:30pm ET

Practice managers juggle deadlines, staff, and clients across too many tools. In this session, we’ll show how SharePoint Sites can be the command center for your firm: a clean intranet for internal ops and repeatable client/engagement workspaces for audits, tax, CAS, and advisory. We’ll cover when to choose a Team vs. Communication site, how to structure navigation that mirrors the way accountants actually work, and simple governance (owners, lifecycle, etc) that prevents sprawl. You’ll leave with a lightweight site blueprint you can roll out in hours, not weeks. This includes tips for permissions (least-privilege), news/announcements, and templated “Client Home” pages that consolidate tasks, docs, PBC lists, and status at a glance.

Learning Objectives

After attending this session, attendees shall:

  1. Identify the right SharePoint site type/template for common firm use cases (intranet, engagement, vendor/HR).
  2. Configure core site elements (navigation, pages, permissions) to support least-privilege and fast discovery.
  3. Apply a simple governance checklist for new sites (naming, owners, archival/retention triggers).

Cost: Free

CPE Credits: 1

Subject Area: Business Management & Organization

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

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