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Project Management

Webinar: Optimize Workflow Efficiency

An Interactive Webinar for Accounting & Tax Professionals working in a public accounting practice.

webinar description

An Interactive Webinar for Accounting & Tax Professionals working in a public accounting practice, or 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

Course Description
Attendees identify pain points resulting in a tailored demo of a fully-integrated suite of document management and workflow products.

Learning Objectives:
• Learn about common issues experienced by other firms.
• 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.).

Reasons to attend the webinar:
  • Enhance client service

  • Workflow & efficiency

  • Data Security

  • Time wasted locating documents

  • Consolidate software applications

Who should attend:

Accounting firms looking to improve their practice

Speakers:
Doc.It Inc
Kevin Sharma, Director of Sales & Marketing
09

May

2018

1:00 - 2:00 PM
(GMT -5)

(Duration - 60 minutes)

ATTENDANCE FEE - FREE

WEBINAR HAS ENDED
Organizer: Doc.It Inc

Doc.It is the answer to document management, workflow, and portal for accounting firms. We create solutions to improve data security, enhance client services, and consolidate applications. Our industry expertise delivers greater value, tailored services, and customer-driven development.

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