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.
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.
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
- 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.
MY-CPE LLC - PENDING APPROVAL FOR QAS SELF STUDY DELIVERY METHOD
(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: www.NASBARegistry.org.