Menu
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
Sep 25, 3.00 PM (GMT +01:00)
Micro-frontends and the financial desktop
This webinar will explore the concept of micro-frontends and what they mean for application delivery and user experience. This will focus on Financial Services use cases, demonstrating how successful implementations can empower users as they work across multiple applications. As part of this, we will
Glue42
Speaker - James Wooster
More info
Free
Sep 27, 11.00 AM (GMT -04:00)
Avoid Common Spend Analysis Pitfalls
Spend analysis tools have the potential to provide procurement teams with new insights that lead to more informed sourcing decisions and increased spend under management. But the realization of value from these technologies is often stalled or even prevented due to low user adoption based on poor usability,
SpendHQ
Speaker - Constantine Limberakis
More info
Free
Oct 2, 2.00 PM (GMT -04:00)
2018 Sourcing and Contract Management Strategies to Watch
PayStream’s latest research report on sourcing and contract management processes and technology revealed a lot of exciting and valuable trends among North American organizations. These included insights on how effective organizations are leveraging automation tools to improve their competitive
PayStream Advisors
Speaker - Anna Barnett
More info
Other webinars you may like
Free
Sep 25, 3.00 PM (GMT +01:00)
Micro-frontends and the financial desktop
This webinar will explore the concept of micro-frontends and what they mean for application delivery and user experience. This will focus on Financial Services use cases, demonstrating how successful implementations can empower users as they work across multiple applications. As part of this, we will
Glue42
Speaker - James Wooster
More info
Free
Sep 27, 11.00 AM (GMT -04:00)
Avoid Common Spend Analysis Pitfalls
Spend analysis tools have the potential to provide procurement teams with new insights that lead to more informed sourcing decisions and increased spend under management. But the realization of value from these technologies is often stalled or even prevented due to low user adoption based on poor usability,
SpendHQ
Speaker - Constantine Limberakis
More info
Free
Oct 2, 2.00 PM (GMT -04:00)
2018 Sourcing and Contract Management Strategies to Watch
PayStream’s latest research report on sourcing and contract management processes and technology revealed a lot of exciting and valuable trends among North American organizations. These included insights on how effective organizations are leveraging automation tools to improve their competitive
PayStream Advisors
Speaker - Anna Barnett
More info
Other webinars you may like
Free
Duration: 60 Min
The 5 Most Expensive Mistakes AP Can Make And How To Avoid Them
The number one goal of any AP team – ensure that the company gets the most out of every dollar spent. The number one goal for strategic AP teams – become a driving force for positive cash flow. So what happens when the AP team makes a really expensive mistake? How long would it take for you
Buyers Meeting Point
Speaker - Kelly Barner
More info
Free
Duration: 60 Min
Business Intelligence and Advanced Analytics
Why is your data important? Having an agile, modern Business Intelligence & Advanced Analytics platform enables fast & accurate access to critical insights across a range of analytics. Organizations in the global trade era must quickly and successfully navigate supply chains, converting data
nVision Global
Speaker - Luther Brown
More info
Free
Duration: 60 Min
Ensuring Your Metrics Deliver Desired Results
We all know the Peter Drucker quote by heart: "If you can’t measure it, you can’t improve it.” But what if your metrics - or your improvements for that matter - are focused in the wrong areas of the business? Setting up metrics and performance measurements is a critical part
Buyers Meeting Point
Speaker - Kelly Barner
More info
show all webinars
ARE YOU 100% SURE YOU WANT TO YOU WANT TO DISCONNECT ?

yes no
PLEASE TYPE A VALID KEYWORD IN THE SEARCH FIELD