1. Leading firms through the next generation of change™

2. August 28 th RootWorks.com Resource Center Update Amy McCarty Education Services

3. Agenda Available resources New/updated resources Enhancements RootWorks.com

4. Available Resources Resources by Product Resources by Discipline Letters, Forms and Tools Video Library Webinar Archive Partners & Vendors RootWorks Shop RootWorks.com

5. New/Updated Resources Employee Roles (Job Descriptions) – Resources by Discipline: Firm Infrastructure and Practice Management Desk references cheat sheets for common office processes – Letters, Forms and Tools: Tools RootWorks.com

6. New/Updated Resources Client Accounting Decision Tree – Resources by Product: Bill.com and Quickbooks – Resources by Discipline: Paperless Collaborative Accounting Payroll Processing – Resources by Product: Accounting CS – Resources by Discipline: Paperless Payroll RootWorks.com

7. New/Updated Resources Tax Extension Process – Resources by Product: UltraTax CS – Resources by Discipline: Paperless Tax Workflow Data Mining – Resources by Product: UltraTax CS Delegate Access – Resources by Discipline: Practice Management RootWorks.com

8. New/Updated Resources These will be updated by the end of the week – Financial Statement Process Resources by Product: Accounting CS – Client Accounting Online Model Resources by Product: Quickbooks Resources by Discipline: Paperless Collaborative Accounting RootWorks.com

9. Enhancements Search feature Product News RootWorks.com

10. Questions? RootWorks.com

11. Agenda Available resources New/updated resources Enhancements RootWorks.com

12. Thank you for attending! RootWorks.com

13. Leading firms through the next generation of change™