CPAacademy.org | OPTIMIZING WORKFLOW & DOCUMENT MANAGEMENT EFFICIENCY

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OPTIMIZING WORKFLOW & DOCUMENT MANAGEMENT EFFICIENCY

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

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).

Cameron Downs

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

Kevin Sharma

Doc.It
Sales & Marketing Director
kevin.sharma@irisglobal.com
8559405200

Kevin is the Director of Sales and Marketing at Doc.It. He has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

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.

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About Our Presenter

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.