Questions? Feedback? powered by Olark live chat software
Print Page  |  Contact Us  |  Your Cart  |  Sign In
Free Webinar: Working Smarter with Document Management and Workflow
Tell a Friend About This EventTell a Friend
Free Webinar: Working Smarter with Document Management and Workflow

Jim Boomer will be joined by Don Emery, Director of Client Solutions at Doc.It, to discuss and address the needs of progressive CPA firms that are looking for Document Management, Storage, Workflow, Web portals, and more. Doc.It Suite works with the other software within your firm including CCH, Thomson Reuters, CaseWare, Intuit, Microsoft and many others. Doc.It's technology team is skilled at moving your data from other document management systems to provide you a turnkey solution.

9/1/2015
When: Tuesday, Sept. 1
3 - 4 pm EDT

« Go to Upcoming Event List  

During this 50-minute webinar, Jim Boomer will be joined by Don Emery, Director of Client Solutions at Doc.It, to discuss and address the needs of progressive CPA firms that are looking for Document Management, Storage, Workflow, Web portals, and more.

Doc.It Suite works with the other software within your firm including CCH, Thomson Reuters, CaseWare, Intuit, Microsoft and many others. Doc.It's technology team is skilled at moving your data from other document management systems to provide you a turnkey solution. With Doc.It there is no long-term contract. It's a simple month-to-month agreement that keeps you in control. Doc.It includes data export tools so you can move your data should you decide to leave in the future. For 15 years Doc.It has focused on serving the CPA community to ensure they provide a comprehensive solution. Their team of training professionals will help improve your methodology in every area of your practice so partners and staff will save time.

Who Should Attend?

Partners, Managing Partners, Tax Partners, Directors of IT, IT Managers, Firm Administrators

Community Search
Sign In


Forgot your password?

Recent Blog Posts