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
Attendees identify pain points resulting in a tailored demo of a fully-integrated suite of document management and workflow products.
• 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.).
Enhance client service
Workflow & efficiency
Time wasted locating documents
Consolidate software applications
Accounting firms looking to improve their practice