Upcoming Webinars

Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents.

Join a complimentary webinar to see Doc.It in action! Discover how Doc.It can help your firm operate more efficiently.

Webinars are offered bi-weekly. Visit the registration page to choose a day and time.

Join the webinar to see how Doc.It  helps:

  • Find any project, document or client file in seconds
  • Identify and fix work bottlenecks
  • Have answers at your fingertips when clients call
  • Exchange documents with clients instantly and securely
  • Boost capacity for work throughout the firm

What you’ll learn:

  • Understand the common document efficiency gaps in document filing, search, editing, and  collaboration.
  • See how Doc.It  document management & workflow, web portal, PDF editor and scanning tools solve these issues.
  • Increase productivity with document management & workflow software that integrates with tax, accounting & bookkeeping, time & billing and other systems.

Doc.It® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

On Demand Webinars

Browse recorded sessions on Doc.It products, features and how-to’s to help increase efficiency and productivity in your firm.