Wolters Kluwer Tax & Accounting US

Building the Right Strategy: Document Management Best Practices and Considerations

Whether you’re about to implement a document management solution or researching options for your firm, this webinar is for you. Please join hosts CPA Practice Advisor and CCH for a discussion with three industry experts about best practices for achieving a smooth, successful document management implementation. They will share their knowledge — drawn from years of working with hundreds of firms — covering topics such as:

  • Choosing a document management solution: How to determine if your firm needs one, and what features and benefits to consider
  • Change management: How to optimize member use and buy-in
  • Best practices before, during and post implementation
  • Answers to audience questions