Don Emery

Doc.It
Director of Client Solutions
demery@doc-it.com
(888) 693-6248 x6
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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.

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.

About Us: 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.

Upcoming Live Webinars

OPTIMIZING WORKFLOW & DOCUMENT MANAGEMENT EFFICIENCY

Available Date(s) Tuesday, November 21, 2017

2:00pm Eastern
1:00pm Central
12:00PM Mountain
11:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - medium firm, Other     Please note that the course title has been update for this class. 

Archived Webinars Offered

MAXIMIZING EFFICIENCY WITH DOCUMENT MANAGEMENT

Date RecordedOctober 3, 2013  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

MAXIMIZING EFFICIENCY WITH DOCUMENT MANAGEMENT AND WORKFLOW

Date RecordedDecember 3, 2015  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

OPTIMIZING WORKFLOW & DOCUMENT MANAGEMENT EFFICIENCY

Date RecordedOctober 18, 2017  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - medium firm, Other    

RESOLVING WORKFLOW ISSUES WHEN HANDLING TAX, ASSURANCE AND YEAR-END WORK

Date RecordedNovember 3, 2016  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm    

THINKING DIFFERENTLY ABOUT DOCUMENT MANAGEMENT AND WORKFLOW

Date RecordedOctober 1, 2014  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other