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OFFICETOOLS: DMS METHODS
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OFFICETOOLS: ASK US ANYTHING
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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
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WINNING STRATEGIES FOR WORKING WITH THE GIG ECONOMY
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EVOLVING COMMUNICATION THROUGH GROUP CHAT SOFTWARE
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Docit docmgt

OPTIMIZING WORKFLOW & DOCUMENT MANAGEMENT EFFICIENCY

Available Date(s)
Wednesday, July 10, 2019: 3:00PM EDT
Wednesday, September 18, 2019: 3:00PM EDT
Wednesday, November 06, 2019: 3:00PM EST

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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

Learning Objectives

  • 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.).

Linkedin

Cameron Downs

Doc.It
Sales Manager
cdowns@doc-it.com
(888) 693-6248 Ext. 1

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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
Additional Materials
Webinar FAQs
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

Doc
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.