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