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Webinar: Optimize Workflow Efficiency

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

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.).
Why attend?
  • 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
Kevin Sharma, Director of Sales & Marketing at Doc.It Inc

WEBINAR HAS ENDED

Organizer:

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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