Webinars & Events

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

Upcoming Webinars

Optimizing Document Management & Workflow Efficiency

An Interactive Webinar for Accounting & Tax Professionals working in a public accounting practice.

Who should attend? Accounting & Tax Professionals working in a public accounting practice with 3 or more staff. 

  • For firms exploring solutions to any of the following challenges:
  • Time wasted locating documents
  • Gathering documents from clients
  • Maintaining data security and compliance
  • Tracking workflow
  • Enhancing client service
  • Too many software apps to manage
  • Difficulties with team collaboration

Course Description

  • Attendees identify pain points resulting in a tailored demo of a fully-integrated suite of document management, workflow and portal products.

 Learning Objectives

  • Learn about common issues experienced by other firms.
  • Learn how to simplify and structure your document management and workflow.
  • Learn how to easily track retention to ensure compliance.
  • Learn how to keep data secure.
  • Learn how to seamlessly integrate document management and workflow in your existing software ecosystem (tax, Caseware, fx Engagement, Time & Billing, etc.)

Upcoming Events

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