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4.7 (9)

Cameron Downs, CSP

Doc.It Inc

Thursday, November 07, 2019 | 02:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

Course Description

Accountants, CPA firms and Tax professionals deal with tons of documents and processes. Today anywhere from 60 hours to 700 hours a year are wasted in managing process, documentation, workflow in an accounting firm, you can optimize your workflow with the right document management system. Workflow, Document management and exchange inefficiency means waste of time, poor customer service and playing with data security. However, it’s not as difficult as it seems. 

This webinar will highlight certain tools, processes and best practices how you can easily optimize and streamline workflow & document management without changing your firm’s structure. Effectively, managing document that comes in multiple ways via, email, drop-off by client, portal, pen drive, dropbox or drive sharing, online download and internally shared via server folders, email, or cloud etc. This will also highlight on how to easily migrate to new tools and how easily you can integrate with you existing accounting, tax, time management, project management system & softwares.

As they say for Accounting, CPA and Tax firms time saved in non core operation is always invested in :

  • Better customer service &
  • Building high value services areas.

Learning Objectives

  • Learn about common issues and pain points around document management & workflow inefficiency experienced by accounting & tax firms of all sizes.
  • Identify how an efficiency in workflow, using web portal and document management can be secure, easy and results in great customer service.
  • Understand with better workflow and document exchange how you can promote team collaboration, encourage remote working, saving in overheads, centralized document management and easy access.
  • Learn how document management & workflow software integrates with your firm’s existing software (tax, accounting & bookkeeping, time & billing, etc.)
  • How can you save so many man hours by optimizing workflow and document management.
  • Discuss flexible document management and efficient workflow.
  • Learn how to save up to 500 to 600 hours a year firm by automating it securely.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounts Director
  • Auditors
  • Bookkeeper
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA


    [no_of_record] => 9
    [average] => 4.6667