Document Management at its Best: Gather – Process – Store – Deliver

Join Darren Root, CPA.CITP, Executive Editor of CPA Practice Advisor and Don Emery, CA, Director of Training Services, Doc.It Inc., and explore Document Management at its Best within your accounting practice. Professionals who attend the live webcast on Thursday, June 28th at 2pm EDT will learn:

  • Document management is about more than storing files, it is about securely managing data from the time it is gathered and through the process of the engagement, to the time when the data is stored and delivered to the client.
  • Best practices to avoid document management work-arounds, which kill firm efficiency.
  • Best practices to avoid pain points in document management.