Learning Outcomes
In this course, you will learn how to:
- Navigate Syft
- Set your entities up
- Add team members
- Find help
- Manage your clients and team with Oversight
- Delegate and collaborate with Users & Roles
- Approach your clients with Syft
- Monetize Syft's features and grow your practice
Example Curriculum
Live Training Webinars
Available in
days
days
after you enroll
Getting Started on Syft
Available in
days
days
after you enroll
- Introduction (0:47)
- Case study (0:23)
- Signing up on Syft (4:41)
- Accepting an invite (1:20)
- Signing in to Syft (0:53)
- What to do if you forget your password (1:29)
- Settings (7:00)
- White labeling
- Keep your account secure with two-factor authentication (2:54)
- Quickfind options (4:36)
- Entity Settings (9:01)
- Intro to Layouts & COA (0:47)
- Navigate to Layouts (0:56)
- How to create a layout (1:12)
- Create a layout using an industry template (2:20)
- How to import a layout from another entity (1:39)
- How to customize and edit a layout (15:30)
- Basic layout functionality (2:39)
- Resources
- How to select a default layout and its impact (3:55)
- Copy down layouts in a consolidation (4:47)
- Checking your Chart of Accounts (0:55)
- How to update your Chart of Accounts (4:07)
- Summary: Layouts & COA (0:42)
- Quiz
- Invite Users (2:26)
- How to manage roles (4:52)
- Summary: Users & Roles (0:18)
- Quiz
- Introduction to Reports (0:42)
- Using Syft's reporting tool (3:41)
- Quiz
- Introduction to group or practice management (0:28)
- Oversight (7:09)
- Dashboard (5:39)
- Sneak peek at the rest of Syft (0:15)
- Syft tour (3:07)
- Adding your favorites (2:49)
- Summary of sneak peek (0:29)
- Quiz
- Conclusion to Getting Started (0:31)
- Suggested reading
Accounting Practice Management
Available in
days
days
after you enroll
- Introduction to Accounting Practice Management (0:42)
- Introduction to managing your clients and team (0:36)
- Quiz
- How healthy is your business? (0:46)
- Managing your clients and team summary (0:22)
- How to approach your clients with Syft (1:12)
- Template emails
- Introduction to monetization (0:27)
- Step 1 - Foundational Reporting (10:41)
- Step 2 - Business Partnering (6:25)
- Step 3 - Practice Focus (0:33)
- Step 4 - Value-Added Services (0:48)
- Monetization Summary (0:29)
- Conclusion to Accounting Practice Management (0:33)
- Resources
- Learn more
Thanks for joining the course!
Available in
days
days
after you enroll
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