Menu Shape 3 copy 2Created with Avocode.
webinara overview
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 -4)

(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.

Other webinars you may like
FREE
May 21, 2.00 PM (GMT -04:00)
Network Performance Management Strategies for the Digital Enterprise
Enterprises include a wide variety of technologies in a network performance management (NPM) toolset, including device metric monitoring, packet analysis, flow analysis, active synthetic monitoring, and log analysis. The variety of technologies that enterprises classify as NPM tools and the broad set
EMA
Speaker - Shamus McGillicuddy
More info
FREE
May 22, 11.30 AM (GMT -04:00)
Data-driven investor outreach
When Mifid II came into effect last January, it caused a significant disruption of the investor marketing landscape. There are reports that the sell side is organizing fewer conferences, the buy side is more interested in direct engagement than in the past, and IR teams are being tasked with playing
IR Magazine
Speaker - Ben Ashwell
More info
FREE
May 22, 10.00 AM (GMT -07:00)
Digital Transformation Begins with Enterprise Architecture
Enterprise architecture (EA) has emerged as a critical discipline to help bridge the gap between strategy and execution by delivering business outcome-focused roadmaps, models, and frameworks that enable balanced and informed investment decisions. This is not your mother and father’s EA. EA today
Aragon Research
Speaker - Patricia Lundy
More info
Other webinars you may like
FREE
May 21, 2.00 PM (GMT -04:00)
Network Performance Management Strategies for the Digital Enterprise
Enterprises include a wide variety of technologies in a network performance management (NPM) toolset, including device metric monitoring, packet analysis, flow analysis, active synthetic monitoring, and log analysis. The variety of technologies that enterprises classify as NPM tools and the broad set
EMA
Speaker - Shamus McGillicuddy
More info
FREE
May 22, 11.30 AM (GMT -04:00)
Data-driven investor outreach
When Mifid II came into effect last January, it caused a significant disruption of the investor marketing landscape. There are reports that the sell side is organizing fewer conferences, the buy side is more interested in direct engagement than in the past, and IR teams are being tasked with playing
IR Magazine
Speaker - Ben Ashwell
More info
FREE
May 22, 10.00 AM (GMT -07:00)
Digital Transformation Begins with Enterprise Architecture
Enterprise architecture (EA) has emerged as a critical discipline to help bridge the gap between strategy and execution by delivering business outcome-focused roadmaps, models, and frameworks that enable balanced and informed investment decisions. This is not your mother and father’s EA. EA today
Aragon Research
Speaker - Patricia Lundy
More info
Other webinars you may like
FREE
Duration: 30 Min
Business Data Onboarding Better By 10X With Large File Data Ingestion
Large volume of data is an old adversary of data integration and onboarding solutions. Enterprises relying on sub-par data exchange technology can barely handle files more than 1 GB, which is abominably low per today’s standards. Moreover, they consume a fair amount of money, time, and effort
Adeptia Inc.
Speaker - Raman Singh
More info
FREE
Duration: 60 Min
New Year, New NFP – LIVE Session
Get ready for 2019's first NFP webinar! Richard Tataru will be going LIVE to give you exclusive insights into how the markets will react to this year's NFP debut. Start your year right with a comprehensive look at one of the most highly anticipated economic events. Richard will be diving into FX
Orbex FX
Speaker - Richard Tataru
More info
FREE
Duration: 60 Min
Non Farm Payrolls Live Session November 2018
Richard Tataru will be going LIVE to give you exclusive insights into how the markets will react to this month’s NFP. With the mid-term elections coming up and encouraging GDP data being released, you definitely don’t want to miss this session. He will be looking into FX Majors, Indices,
Orbex FX
Speaker - Richard Tataru
More info
SHOW ALL WEBINARS
ARE YOU 100% SURE YOU WANT TO YOU WANT TO DISCONNECT ?

Yes No
ARE YOU 100% SURE YOU WANT TO REMOVE THIS SPEAKER ?

Yes No
THIS SPEAKER CANNOT BE REMOVED. YOU HAVE ALREADY SELECTED THIS SPEAKER ABOVE. SELECT ANOTHER SPEAKER ABOVE TO REMOVE IT.

OK
PLEASE TYPE A VALID KEYWORD IN THE SEARCH FIELD