Every firm stores documents, but even with many modern systems, simply storing them digitally is not the same as effective managing them. The best document management practices allow firms to optimze their client collaboration, increase efficiency and streamline workflow.
CPA Practice Advisor's executive editor Darren Root, CPA.CITP, will host a free, CPE-eligible webcast highlighting the key factors that firms should seek when implementing a document management system, and will also point out the ways that professionals can achieve more productivity.
CPAs can earn 1 hour of free general technology CPE credit by attending the live webcast at 2pm EDT on Thursday, June 28. Click here for the registration form and details.
Live webcast events are NASBA certified for CPE credit, and all webcasts are archived for future viewing by professionals.