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Document Libraries for Accounting: Metadata, Versioning, Secure Sharing | SharePoint Series Part 3 thumbnail

Document Libraries for Accounting: Metadata, Versioning, Secure Sharing | SharePoint Series Part 3

Insightful Insights 93 min Microsoft SharePoint

This session shows how to organize work papers fast without digging through folders. Therman Trotman, founder of SharePoint Help Desk, walks through the new SharePoint document library update, shows how to replace deep folder structures with metadata, and explains how to use views, filters, and secure links for internal and external sharing. You’ll learn how to tag documents by engagement, fiscal year, section, and status, build custom views, surface buried files, avoid duplicates, and share the right files without sending attachments. If your team relies on documents every day, this session will change the way you work.

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SharePoint Lists: Track Work, Deadlines & PBC Requests Without Spreadsheets thumbnail

SharePoint Lists: Track Work, Deadlines & PBC Requests Without Spreadsheets

Insightful Insights 58 min Microsoft SharePoint

This is Part 2 of our three-part series, Mastering Microsoft Tools for Accounting Pros, presented by Insightful Accountant and led by Thurman Trottman, founder of SharePoint Help Desk. In this session, Thurman walks through how accountants can replace chaotic spreadsheets with a structured SharePoint List system that tracks client requests, work deadlines, PBC lists, status updates, owners, due dates, attachments, and more. If you’ve ever struggled with version control, messy Excel files, or scattered client documents, this training shows you how to simplify everything using tools you already pay for in Microsoft 365. What You’ll Learn: • How SharePoint Lists outperform Excel and Planner for managing firm operations • How to build a clean request tracker from scratch • How to structure columns for details, owners, due dates, statuses, SLAs, and attachments • How to use forms for clean data entry • How to create filtered views, including “My Tasks” and “Due This Week” • How to use Board views similar to Planner or Trello • How to set up notifications, comments, version history, and task collaboration • How to decide when Lists, Sites, Planner, and Document Libraries each make sense • How to work with clients securely in Teams using guest access Thurman also answers live questions on permissions, recurring tasks, Gantt chart options, external sharing, and real-world firm workflows. This replay is perfect for accounting and tax professionals who want to move away from error-prone spreadsheets and finally use SharePoint the right way. Click to Part 1 (SharePoint Sites for Accounting Firms) is already available on our YouTube channel. Part 3 (Document Libraries: Organize Workpapers With Metadata and Secure Sharing) airs on December 8.

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