The end of tax season often marks the time when accounting and tax professionals take a fresh look at the programs they use in their firm. While that certainly includes their professional tax systems, it also includes the programs they use to manage the day-to-day processes like document management.
For those firms currently looking at document management systems that can help them better automate their processes and keep in compliance with federal and state privacy regulations, CPA Practice Advisor will be hosting a one-hour webcast on Thursday, May 8 at 2pm ET. Professionals who attend the live virtual event are eligible for one hour of free CPE credit.
When evaluating document management strategies, some firms struggle with how to implement best practices in a way that makes sense for the firm's unique needs. What works for one firm sometimes needs to be modified to work somewhere else. With so many possibilities, it can be hard to build a plan that helps your firm be more efficient without creating unnecessary headaches.
Titled "Game-Changing Document Management Strategies," the webcast will focus on
- The latest best practices gathered from firms who have been there
- Potential roadblocks and how to avoid them
- Must-have vs. nice-to-have features, and how to tell the difference
The webcast will be hosted by Managing Editor Gail Perry, CPA, and is sponsored by Wolters Kluwer CCH.