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.).
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.
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