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Course Details

Overview of Topics

  • What is
  • Understanding the key challenges for document management system
  • How document management plays a key role in securing the future of your firm?
  • First-hand experience of the efficiency of the
  • Key principles that focuses

Why You Should Attend ?

If you are and Accounting, CPA firm or Tax Firm and interested in exploring a solution that can improve your document management, make your workflow & task management more efficiency. Also this webinar will showcase how to improve security, enhance client service and consolidate your software applications while keeping the work ongoing. Identify applications that easily integrates with your accounting & tax software.

Course Description

Accountants, CPA firms and Tax professionals deal with tons of documents and processes, if not managed efficiently, Document Management and Workflow Management can cause severe headaches and waste a lot of your time. However, it’s not as difficult as it seems. With simple and practical steps, you can optimize and streamline your workflow and document management. This CPE webinar will identify pain points accounting & Tax firms face with document management & workflow inefficiencies and will guide how you can easily optimize it and seamlessly integrate it with your accounting & tax software.

Learning objectives

  • Learn about common issues around document management & workflow inefficiency experienced by accounting & tax firms of all sizes.
  • Learn how you can enhance client service, workflow efficiency, Data Security, decrease time wasted locating documents, consolidate software apps & promote Team Collaboration.
  • Learn how document management & workflow software integrates with your firm’s existing software (tax, accounting & bookkeeping, time & billing, etc.).

About Presenter

Cameron Downs, CSP

Tech. Expert,Doc.It Inc.

[email protected]

After graduating from Queen's University in Kingston, ON in 2015, Cameron went on to begin his career in software development for Doc.It Inc. After a few years of building software tools to contribute to Doc.It's mission of helping accounting firms streamline document management, Cameron moved into a business development role to pursue his passion for the business side of Doc.It. Leveraging the experience of having discussed the challenges of hundreds of firms over his years at Doc.It, Cameron has published several articles on AccountingWEB and LinkedIn to guide accounting firms in exploring the world of the paperless office.

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.
Doc.It, with over 13,000 users, has a Suite of tools that includes:
- Document Management
- WorkFlow
- Scan and Organize Tools
- PDF Editor
- Web Portal
- Doc.It Go Mobile App
Doc.It is integrated with all major tax, engagement and time & billing applications in the industry. Many accounting firms can replace up to 7 software tools with the Doc.It Suite.

Review Questions

  • Question 1 : 00:15
  • Question 2 : 00:30
  • Question 3 : 00:50
  1. How does the email converter in the support the clients?
  2. Which are the main ways to get the documents from the clients into the document management system?
  3. If your client has sent you a bunch of documents, without correct classification of the document, which feature of can be useful to you?
  1. Various details in the binders are extracted from which one of the following?
  2. In Binder, how do you differentiate the folders with documents from the folder without any documents in an assigned project?
  3. Generally, in which of the following folder the speaker takes the email communication from the client which are supporting the engagement?
  4. Why binders is one of the most convenient ways to start your project?
  5. Which one of the following represents the key philosophies of


  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

  • For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
  • Please email to [email protected] in case of any self study program queries.


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NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

(Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

  • Cost FREE
  • CPE Credits 1
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Recorded Date October 22 ,2019
  • Published Date December 30 ,2019
  • Who should attend? Tax Attorney Tax Practitioners Bookkeeper Accountant CFO/Controller Business Owner CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Tax Pros CPA (Industry) Auditors Tax Firm Young CPA CPA in Business Entrepreneurial CPA Senior Accountant Accounts Director Entrepreneurial Accountant
  • Handout Material Download
  • Key Terms Download