Webinars & Events

Live and pre-recorded webinars on-demand for accountants and tax professionals.

Public Webinar

Optimizing Document Management & Workflow Efficiency

A monthly interactive webinar for accounting & tax professionals working in a public practice

All webinars are one hour in length where we give an excellent overview of the software and you will also earn one free CPE Credit


Doc.It Suite Pre-recorded Demo

Upcoming Webinars

Doc.It Connect Web Portal

September 28, 2021 | 1:00 PM – 2:00 PM ET

Course Description:

What is the Doc.It Connect Portal and how does it compare to your existing Client Web Portal? An Interactive Webinar for Accounting & Tax Professionals working in a public accounting practice.

Sometimes it’s easier to see the functions than read about it, so this webinar will explain the features and benefits of all Doc.It Connect portal vs. the Doc.It Suite so firms can identify which package is the best fit for their firm. For attendees who want to resolve one or more of the following:

  • Enhance client service
  • Workflow & efficiency
  • Data Security
  • Time wasted locating documents
  • Consolidate software applications
  • Promote Team Collaboration

Working Remote: Why a Document Management System is Imperative Today

September 29, 2021 | 1:00 PM – 2:00 PM ET

Course Description:

In this interactive webinar, attendees will learn why a document management system is imperative today, especially in a remote work environment. Guest speakers Jeff Rozovic and Kevin Sharma will discuss how firms that choose to invest in an document management system provide themselves with the foundation to help streamline workflows and increase productivity by enabling enhanced security, improved regulatory compliance, easy document retrieval, and more. Participants will also learn how the Rozovics Group optimized their document management processes after implementing Doc.It. 

LEAN SIX SIGMA: Three areas in your firm that need attention

September 21, 2021 | 1:00 PM – 2:00 PM ET

Course Description:

This interactive webinar explores an introduction of Lean Six Sigma (LSS) as it relates to the tax process. Attendees who will benefit most from this presentation are those who want to incorporate LSS framework into their practice, or those interested in a first look at how LSS applies to the CPA practice.

On-Demand Webinars

Upcoming Events

2021 CPAConnect Roundtable

Omni Tucson National Resort, Tucson, AZ

October 26-29, 2021

Stop by our table!