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Transforming Your Public Accounting Firm Through Digitalization and Automation

TRANSFORMING YOUR PUBLIC ACCOUNTING FIRM THROUGH DIGITALIZATION AND AUTOMATION

This is intended for public accounting firms
Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 20, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Digital transformation shifts the focus of the accounting and finance organization at every level. The greater the emphasis on process optimization, the more rewarding the work becomes for accounting professionals. Instead of spending your days on repetitive data entry and manual processes you can focus on the strategic work you went to school for with digital transformation and automated process. Attendees identify pain points resulting in a tailored demo of a fully integrated suite of document management, workflow, and portal products.

Learning Objectives:


  • Determine how digitalization and automation drive efficiency and profitability for your firm

  • Recognize why automation is crucial for accountants to keep up with increasing workloads

  • Give examples of common issues experienced by other firms

  • Determine how to simplify and structure your document management and workflow

  • Recognize how to easily track retention to ensure compliance

  • Determine how to seamlessly integrate document management and workflow in your existing software ecosystem (tax, Caseware, fx Engagement, Time & Billing, etc.)

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Josh Town

Doc.It
Sales Manager
[email protected]
(888) 693-6248

Doc

Since moving across the pond from the UK to Canada in 2015, Josh has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.

Linkedin

Kevin Sharma,

Doc.It
Sales & Marketing Director
[email protected]
(855) 940-5200

Doc

Kevin is the Director of Sales and Marketing at Doc.It. He has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.

About Our Presenter

Doc
Doc.It® has established a long-standing presence in the market providing a full suite of document management products that meets the needs of firms of all sizes due to their leadership philosophy of customer-guided software development. Doc.It® has strong financial backing and experienced leadership, which ensures long-term staying power and support for expansion throughout North America. Doc.It®’s leadership team, with support and guidance from their executive board, believe in strategic growth and maintaining the perpetual culture of customer care.