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