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The 7 Benefits of Document Management in the Cloud for Public Accounting Firms

THE 7 BENEFITS OF DOCUMENT MANAGEMENT IN THE CLOUD FOR PUBLIC ACCOUNTING FIRMS

This session is meant for public accounting firms
Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 10, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

We will highlight the seven benefits realized when firms utilize a cloud-based document management system and briefly walk through a demonstration of our cloud-based solution.

Learning Objectives:


  • Identify specific ways that cloud-based document management systems can benefit your firm by streamlining manual processes and increasing efficiency

  • Describe how managing documents in the cloud can make your firm more competitive and allow you to provide better services for your clients

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Don Emery

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

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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

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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.