Date: Thursday, June 01, 2017
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): Don Emery, CPA/CA, Director of Client Solutions, Doc.It
Objective: In this one-hour session participants will learn about common issues experienced by other firms, how to solve common issues with document management and workflow and how document management and workflow software integrates with the participants firm’s existing software (tax, accounting and bookkeeping, time and billing, etc.).
Field of Study: Production
Program Level: Basic
CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
In this one-hour interactive webinar, Optimizing Workflow & Document Management Efficiency, participants will identify pain points resulting in a tailored demo of a fully-integrated suite of document management and workflow products.
This webinar is intended for accounting and tax professionals who want to resolve one or more of the following:
•Improve client service
•Workflow & efficiency
•Time wasted locating documents
•Too many un-integrated software applications
Don Emery, CPA/CA, is Doc.It’s Director of Client Solutions, reporting to the CEO. Don assists customers with various issues and provides implementation consulting services to clients. Don leads the North America business development team. Don joined Doc.It in 2009 as an Implementation Specialist and was named Director of Client Solutions in 2012.
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs
System requirements to use Adobe Connect:
Adobe Connect only requires that you have an internet connection, a web browser, and Adobe Flash Player version 10.1 or greater to attend a webinar. Adobe Connect supports nearly any operating system including Windows, Macintosh, Linux and Solaris, as well as the most widely used browsers including Internet Explorer, Firefox, Safari, and Chrome.