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
• Time wasted locating documents
• Too many un-integrated software applications
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).
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.
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