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Free Webinar: Working Smarter with Document Management and Workflow
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Free Webinar: Working Smarter with Document Management and Workflow

This webinar showcases how Doc.It software works in an accounting firm. Participants will experience a product demonstration and learn how Doc.It’s solution impacts processes while eliminating document management and workflow challenges. Learn how practitioners perform daily “gather, process, store and deliver” tasks using Doc.It Suite to accelerate workflow productivity while practitioners work using existing cornerstone software (i.e. tax, accounting, audit, bookkeeping, etc.).

12/2/2014
When: Tuesday, December 2, 2014
1 - 2 pm, CST

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Webinar Title

Working Smarter with Document Management and Workflow

Webinar Description

This webinar showcases how Doc.It software works in an accounting firm. Participants will experience a product demonstration and learn how Doc.It’s solution impacts processes while eliminating document management and workflow challenges. Learn how practitioners perform daily "gather, process, store and deliver” tasks using Doc.It Suite to accelerate workflow productivity while practitioners work using existing cornerstone software (i.e. tax, accounting, audit, bookkeeping, etc.).

Who Should Attend?

You should attend if your firm meets any of these criteria:

  • Your firm is paper-based or partially paperless.
  • You schedule in Excel.
  • You have workflows on white boards or taped to the wall.
  • You send tax documents via email without encryption.
  • Your staff members do not have access to project-related email.
  • Documents are misfiled or you have to leave your desk to locate them.
  • You have to take notes and call a client back because you have to go find their file.
  • You have paper files and file cabinets everywhere in your office.
  • You are out of office space and your file room is maxed out.
  • You cannot work from home because files you need are at the office.
  • You need to contact staff when they are out-of-office to locate documents.
  • You avoid thinking about the cost and risk of off-site storage, management and retrieval of client documents.
  • Your disaster recovery plan does not include details about how you will replace your paper files.
  • You believe document management and workflow are leading challenges that need to be addressed in the next 12 months

Featuring

Jim Boomer, CIO & Shareholder, Boomer Consulting, Inc.

Don Emery, Director of Client Solutions

Investment

FREE

Register

https://www1.gotomeeting.com/register/395649072

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