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OPTIMIZING WORKFLOW & DOCUMENT MANAGEMENT EFFICIENCY

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 20, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
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
• Workflow & efficiency
• Security
• Time wasted locating documents
• Too many un-integrated software applications

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).

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

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.