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Docit docmgt

OPTIMIZING WORKFLOW & DOCUMENT MANAGEMENT EFFICIENCY

Available Date(s)
Wednesday, September 30, 2020: 1:00PM EDT
Tuesday, November 10, 2020: 1:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
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

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.

Linkedin

Kevin Sharma

Doc.It
Sales & Marketing Director
ksharma@doc-it.com
8559405200

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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.
Handout Materials
Presentation Slides
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.