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Free Webinar: Must-Have Document Management Features for the Future-Ready Firm
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Free Webinar: Must-Have Document Management Features for the Future-Ready Firm

10/18/2012
When: 10/18/2012
2:00 - 3:00 PM EST
Where: Online Webinar
Contact: Aimee Hall

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Webinar Title

Must-Have Document Management Features for the Future-Ready Firm

Webinar Description

Imagine running a firm without email or computers… Although it was common 20 years ago, it is no longer a feasible way to do business. The profession is continuously changing, and in order to stay competitive and in compliance with new legislation, firms need to make sure their processes evolve to match the changing times. Whether your firm already has a paperless strategy in place or you’re looking for a starting point, you need to know what features to look for to maximize your technology investment and ensure that the system you choose is the right one for your firm. In this document management webinar, you’ll learn how to:

  • Smooth the learning curve and improve acceptance by identifying make-or-break interface features like flexible searching, easy collaboration and software integration points
  • Move beyond simple file archiving by storing files in their native file formats
  • Protect your firm from litigation and penalties by setting up document retention rules and maintaining file version audit trails

Who Should Attend

Managing Partners, Firm Administrators, Chief Technology Officers, IT Partners and Managers

Presenters

Guillermo Rodriguez, CPA, Senior Workflow Specialist, CCH

Ken McCall, Senior Consultant, Boomer Consulting, Inc.

Register Now

https://www1.gotomeeting.com/register/242588177

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