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OPTIMIZING WORKFLOW & DOCUMENT MANAGEMENT EFFICIENCY

Please note that the course title has been update for this class. 
Cost Free   CPE Credits 1.0 hour   Subject Area Specialized Knowledge & Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - 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).

Linkedin

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.

Linkedin

Kevin Sharma

Doc.It
Sales & Marketing Director
ksharma@doc-it.com
(888) 693-6248 Ext. 1

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Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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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.