The world is moving to mobile. Your financial data, business metrics, data analysis etc. however are in Excel spreadsheets. CPA and Accounting firm clients expect up-to-the-minute information and are eager to move past week-old email updates and cumbersome detailed spreadsheets. StatX Excel Add-in easily and quickly connects your Excel data to your clients on their mobile phones. You simply update your existing spreadsheet as usual and these changes are instantly sent to your clients on mobile in a visual and easy to consume form.

This course will cover the benefits of sharing Excel data on mobile for CPAs and Accountants. This course will show you how to instantly transmit your financial updates from spreadsheet to mobile and speed up collaboration, approvals & decisions.

For maximum benefit, install the StatX Excel Add-in on your desktop PC and the free StatX app from Apple App Store (iOS) or Google Play Store (Android) on your smartphone before the class. You will be able to follow-along with the Instructor to set up Excel and StatX app and start sharing updates with clients instantly.