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MAXIMIZING EFFICIENCY WITH DOCUMENT MANAGEMENT AND WORKFLOW

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 3, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

This course explores a full suite of document management products with workflow and web portal capabilities. This course will teach attendees:

• how their incumbent systems (i.e. CaseWare, CCH, Thomson, QuickBooks, etc.) integrate into document management through workflow processes;
• the benefit of firm-wide document naming and organization;
• how to scan, organize, publish, archive, and retain control of your firm's data;
• how to standardize workflow, use Work Binders, and store in digital archives; and
• how to leverage Web Portals, the Cloud and mobile access.

This course will showcase the new Doc.It Suite 4, a full suite of document management products for mid- to large size firms. This course will help accounting firm administrators, IT professionals, and partners better understand how to leverage Doc.It Suite technology to ensure their firm is more efficient and effective as they gather, process, store and deliver documents.

Learning Objectives

  • Learn about document management and workflow challenges being faced by firms of all sizes.

  • Learn ways to leverage document management and workflow software to streamline workflow resulting in lean processes.

  • Learn how document management and workflow software fits into your firm and works with your existing software (tax, accounting and bookkeeping, etc).

  • Experience a product demonstration of software showcasing how practitioners gather, process, store and deliver digital documents using document management and workflow software

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Don Emery, CPA

Doc.It
Director of Client Solutions
[email protected]
(905) 218-6930

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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. Before Doc.It from 1998 to 2009, Don worked for Streamline Information Systems Limited in several roles, including President, Vice President of Services, Sales Territory Manager, and Manager of Finance and Administration. Don was instrumental in assisting the owners with selling the business in 2007. From 1993 – 1998 Don worked for JNE Consulting Limited in many roles, including finance, human resources, IT, and property management branches of an engineering company with offices in multiple countries. Don was instrumental in supporting the growth of the organization from 35 to 255 employees during a 5-year period. Don has worked for the Government of Bermuda and the Regional Municipality of Hamilton Wentworth, where he was a supervisor of payroll, pensions, and benefits administration. Don also worked in an accounting firm from 1982 to 1987, where he was the supervisor of Audit Services.

About Our Presenter

Doc
Doc.It® has established a long-standing presence in the market providing a full suite of document management products that meets the needs of firms of all sizes due to their leadership philosophy of customer-guided software development. Doc.It® has strong financial backing and experienced leadership, which ensures long-term staying power and support for expansion throughout North America. Doc.It®’s leadership team, with support and guidance from their executive board, believe in strategic growth and maintaining the perpetual culture of customer care.