Webinars


 

  • Working Smarter with Document Management and Workflow

    Optimizing Workflow & Document Management Efficiency

    A one-hour overview to demonstration the Doc.It Suite tools including:
    – Document Management
    – Workflow
    – Web Portal
    – PDF Editor
    – Scan and Organize
    – Integration

     

    Earn one free CPE credit.

     

    This webinar is a product demonstration for CPAs who want to improve in these areas:

    • Client service
    • Workflow & efficiency
    • Security
    • Time wasted locating documents
    • Too many non-integrated software applications

    Register Now

  • Canadian Accountants: Working Smarter with Document Management and Workflow

    ACCESS RECORDING OF DOC-IT DEMO

    Watch this pre-recorded software demo to gain an understanding of what it is like to work using Doc.It Suite.

    Click here to access the video.