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Optimizing Document Management and Workflow Efficiency

OPTIMIZING DOCUMENT MANAGEMENT & WORKFLOW EFFICIENCY

Formerly titled OPTIMIZING WORKFLOW AND DOCUMENT MANAGEMENT EFFICIENCY
Available Date(s)
Wednesday, October 12, 2022: 1:00PM EDT
Wednesday, November 16, 2022: 1:00PM EST
Wednesday, December 14, 2022: 1:00PM EST
Wednesday, January 11, 2023: 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

In this webinar, attendees will identify pain points, resulting in a tailored demo of a fully integrated suite of document management, workflow, and portal products.

Learning Objectives: 


  • Give examples of common issues experienced by other firms

  • Determine how to simplify and structure your document management and workflow

  • Recognize how to track retention to ensure compliance easily

  • Determine how to keep data secure

  • Identify how to seamlessly integrate document management and workflow in your existing software ecosystem (tax, CaseWare, fx Engagement, Time & Billing, etc.)

Linkedin

Josh Town

Doc.It
Sales Manager
jtown@doc-it.com
(888) 693-6248

Doc

Since moving across the pond from the UK to Canada in 2015, Josh 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.

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. Before 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 implement document management and workflow software and establish processes resulting in firm-wide productivity gains.

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

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.