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FREE Webinar: Solving Your Firm's Issues with Document Management & Workflow
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FREE Webinar: Solving Your Firm's Issues with Document Management & Workflow

6/2/2016
When: Thursday, June 2, 2016
2:00 PM CST
Where: United States
Contact: Kevin Sharma

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***EARN ONE FREE CPE CREDIT*** This interactive webinar explores a collection of common issues practitioners struggle with. The webinar begins with attendees identifying areas of greatest concern, resulting in a tailored learning experience. The presenter will demonstrate how a full suite of document management, workflow and document storage products resolves the attendee-identified issues and adds value to the practice. Attendees who benefit most from this webinar are those who can identify with wanting to resolve one or more of the following issues:

  • Improve client service and never make a high-value client wait
  • Lack of time to build high-value services areas
  • Workflow and efficiency
  • Data security
  • Email Management
  • Data is stored in too many locations
  • Too many disparate software applications being used in the practice
  • Time wasted on lost documents
  • One trusted source for data in the event of an audit

Who Should Attend?

Accounting and tax professionals working in public accounting practice with 3 or more staff

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