Linkedin

Chuck Wilson

Doc.It
Senior Client Solution Specialist
cwilson@doc-it.com
(888) 693-6248 x9

Doc
Chuck Wilson is one of Doc.It’s Senior Client Solution Specialists. Chuck provides implementation consulting and training services to clients. Prior to joining Doc.It, Chuck spent several years working for a public accounting firm where he managed all systems implementation, product selection & migration, disaster recovery planning and process excellence initiatives. Chuck joined Doc.It in 2006, and has personally assisted hundreds of firms with document management implementation and training initiatives. Chuck’s experience working in the trenches of a successful and growing accounting firm gives him the aptitude to readily understand the challenges firms face as they go about their daily work. Chuck is instrumental in helping firms as they implement document management and workflow software and establish processes resulting in firm-wide productivity gains.

About Us: 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.

Upcoming Live Webinars

OPTIMIZING WORKFLOW & DOCUMENT MANAGEMENT EFFICIENCY

Available Date(s)
Tuesday, November 10, 2020: 1:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

Archived Webinars Offered

OPTIMIZING WORKFLOW & DOCUMENT MANAGEMENT EFFICIENCY

Date RecordedSeptember 30, 2020  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

THINKING DIFFERENTLY ABOUT DOCUMENT MANAGEMENT AND WORKFLOW

Date RecordedOctober 1, 2014  CostFREE  Course Length1.5 hours  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other