Attendees identify pain points resulting in a tailored demo of a fully-integrated suite of document management and workflow products.
This webinar includes a document management and workflow product demonstration for accounting and tax professionals.
For attendees who want to resolve one or more of the following:
• Enhance client service
• Workflow & efficiency
• Data Security
• Time wasted locating documents
• Consolidate software applications
• Promote Team Collaboration
Learn about common issues experienced by firms of all sizes.
Learn how to solve common issues with document management & workflow.
Learn how document management & workflow software integrates with your firm’s existing software (tax, accounting & bookkeeping, time & billing, etc.).
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