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SOLVING YOUR FIRM'S ISSUES WITH DOCUMENT MANAGEMENT & WORKFLOW

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 10, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Explore a collection of common issues practitioners struggle with and learn how document management and workflow software resolves these issues. The webinar begins with attendees identifying areas of greatest concern, resulting in a tailored learning experience. This webinar includes a document management and workflow product demonstration for accounting and tax professionals.

Attendees who benefit most from this webinar are those who can identify with and want to resolve one or more of the following issues:

• Improve client service and never make a high-value client wait
• Lack of time to build high-value services areas
• Workflow and efficiency
• Data security
• Email management
• Data is stored in too many locations
• Too many disparate software applications being used in the practice
• Time wasted on lost documents
• One trusted source for data in the event of an audit

Learning Objectives

  • Learn about common issues experienced by firms of all sizes.

  • Learn how document management, document storage and workflow resolve many of the most common issues.

  • Learn how document management and workflow software fits into your firm and works with your existing software (tax, accounting and bookkeeping, time & billing, etc).

  • Experience a product demonstration of software showcasing how practitioners can resolve the most common issues.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Cameron Downs

Doc.It
Sales Manager
cdowns@doc-it.com
(888) 693-6248 ext. 1

Doc

Linkedin

Don Emery

Doc.It
Director of Client Solutions
demery@doc-it.com
(905) 218-6930

Doc

Don Emery, CPA/CA is Doc.It’s Director of Client Solutions, reporting to the CEO. Don assists customers with various issues and provides implementation consulting services to clients. Don leads the North America business development team. Don joined Doc.It in 2009 as an Implementation Specialist and was named Director of Client Solutions in 2012. Before Doc.It from 1998 to 2009, Don worked for Streamline Information Systems Limited in several roles, including President, Vice President of Services, Sales Territory Manager, and Manager of Finance and Administration. Don was instrumental in assisting the owners with selling the business in 2007. From 1993 – 1998 Don worked for JNE Consulting Limited in many roles, including finance, human resources, IT, and property management branches of an engineering company with offices in multiple countries. Don was instrumental in supporting the growth of the organization from 35 to 255 employees during a 5-year period. Don has worked for the Government of Bermuda and the Regional Municipality of Hamilton Wentworth, where he was a supervisor of payroll, pensions, and benefits administration. Don also worked in an accounting firm from 1982 to 1987, where he was the supervisor of Audit Services.

Linkedin

Kevin Sharma

Doc.It
Sales & Marketing Director
kevin.sharma@irisglobal.com
8559405200

Doc

Kevin is the Director of Sales and Marketing at Doc.It. He has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.

About Our Presenter

Doc
Doc.It® has established a long-standing presence in the market providing a full suite of document management products that meets the needs of firms of all sizes due to their leadership philosophy of customer-guided software development. Doc.It® has strong financial backing and experienced leadership, which ensures long-term staying power and support for expansion throughout North America. Doc.It®’s leadership team, with support and guidance from their executive board, believe in strategic growth and maintaining the perpetual culture of customer care.