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7 Steps to True Document Management

  • CMA
  • CPA (US)
  • EA
  • Maryland Tax Prep.
7 Steps to True Document Management

1 Credit


Subject Area

Information Technology

Webinar Qualifies For

1 CPE credit of Information Technology for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00766-21-O)

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00766-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues


Nov 29, 2021 | 09:00 AM EST View Details

SOX Internal Controls for Accounts Payable


Nov 29, 2021 | 09:30 AM EST View Details

Accounting & Tax Implications of Credit Losses


Nov 29, 2021 | 09:30 AM EST View Details

Investigating and Resolving Sexual Harassment Claims


Nov 29, 2021 | 09:30 AM EST View Details

Quickbooks for Desktop PC Exploring the Interface - For Beginners


Nov 29, 2021 | 10:00 AM EST View Details

Excel Accountant: Intro to Spreadsheets In-Depth


Nov 29, 2021 | 10:00 AM EST View Details

Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing


Nov 29, 2021 | 10:00 AM EST View Details

Best Overview on Individual Tax Updates Latest (Basic)


Nov 29, 2021 | 10:00 AM EST View Details

Report Writing Techniques for Audit Professionals

Nov 29, 2021 | 10:00 AM EST View Details

Auditing & Attest Update - Hot Topics For Current Period Audits And Other Attest Services


Nov 29, 2021 | 10:00 AM EST View Details

Adding Value through Plan Governance: Essential Documents


Nov 29, 2021 | 10:30 AM EST View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)


Nov 29, 2021 | 11:00 AM EST View Details

Everything You Need to Know About Partnerships


Nov 29, 2021 | 11:00 AM EST View Details

Employment Branding and YOU!

Nov 29, 2021 | 11:00 AM EST View Details

Effectively Handling CP 2100 letter and B Notices

Nov 29, 2021 | 11:00 AM EST View Details

Course Description

The 6TH Annual AFOT survey revealed that 39 percent of firms store email in the cloud; 33 percent use some cloud office applications such as Google Docs, and 25 percent are using cloud-based client accounting software.

The idea of implementing a new software system to manage all documents, communications and tasks in your firm might seem daunting, but it may be easier than you think. First, let’s discuss why you should move from simply storing files to efficiently managing information within a document management system. 

Firms using a digital document management system report that their staff are more organized, productive and better able to respond to client requests.

The speaker of this CPE course will outline a straightforward path to realizing the benefits of a DMS such as efficiency, space savings, security and compliance, and many more.

Join this CPE webinar and you will be able to identify pain points resulting in a tailored demo of a fully-integrated suite of document management, workflow and portal products.

Learning Objectives

  • To identify common issues experienced by other firms.
  • To describe how to simplify and structure your document management and workflow.
  • To determine how to easily track retention to ensure compliance.
  • To describe ways to keep data secure.
  • To discuss how to seamlessly integrate document management and workflow in your existing software ecosystem (tax, Caseware, fx Engagement, Time & Billing, etc.)

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Information Technology Professionals
  • Certified Management Accountant
  • Certified Public Accountant
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • IT Managers
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Wealth Management Advisor
  • Young CPA







Very good. Showed me how much better system my firm uses could be.


Great presentation of a good product. Right name I run a 1 Person shop and don't think it's that relevant for me ----YET!


it was good to compare my DMS with other ones out there.


it was an informative seminar and will open up the dialogue in my office about document systems.


good info