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Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 3, 2013
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

This course explores a full suite of document management products with workflow and web portal capabilities. This course will teach accountants:

• how their incumbent systems (i.e. CCH, Thomson, QuickBooks, etc.) integrate into document management through workflow processes;
• the benefit of firm-wide document naming and organization;
• how to scan, organize, publish, archive, and retain control of your firm's data;
• how to standardize workflow, use Work Binders, and store in digital archives; and
• how to leverage Web Portals, the Cloud and mobile access. This course will showcase the new Doc.It Suite 4, a full suite of document management products for accounting firms of all sizes.

This course will help accountants better understand how to leverage technology to ensure their firm is more efficient and effective as they gather, process, store and deliver documents.

Learning Objectives

  • Increase workflow productivity and maximize efficiency by leveraging a full suite of document management products while using their incumbent or best-of-breed software (CCH, Thomson, QuickBooks, etc.)

  • Increase profitability by streamlining workflow and generate more profit per partner with less time worked

  • Take full advantage of mobility by leveraging document management technology to gain instant access to any document for any client at anytime from anywhere using a laptop, iPad or Android tablet

  • Increase client satisfaction by having every document at their fingertips

  • Leverage document management technology to instantly view and deliver what clients need, anytime they need it

Not logged

Don Emery

Director of Client Solutions


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. Prior to Doc.It from 1998 – 2009 Don worked for Streamline Information Systems Limited in a number of 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 a number of roles including the head of 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 from35 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 benefit administration. Don also worked in an accounting firm from 1982 – 1987 where he was the supervisor of Audit Services.


Roger Mongeon

Vice President of Sales


Roger Mongeon is Doc.It’s Vice President of Sales, reporting to the CEO. Roger assists accounting professionals to better understand their existing workflow given their incumbent software (i.e. CCH, Thomson, QuickBooks, Caseware, etc.) and provides insight and recommendations to streamline and standardize processes firm-wide. Roger leads the North America sales team. Roger has been with Doc.It since its inception and has personally assisted thousands of accountants become more efficient and consistent as they took their firms digital.

About Our Presenter

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.