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Accounting Firms 7 Steps to True DMS: Storing Documents vs. Managing Information

ACCOUNTING FIRMS 7 STEPS TO TRUE DMS: STORING DOCUMENTS VS. MANAGING INFORMATION

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 21, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Learn about the features you should be looking for in a Document Management System (DMS). We will outline the high-level benefits document management and workflow software can have on your firm- from efficiency to compliance to enhanced client service. We will then highlight the seven steps your firm should take to ensure the successful implementation and adoption of a DMS.

Learning Objectives:


  • Identify what to look for in a DMS

  • Recognize the benefits gained from utilizing document management and workflow tools

  • Summarize why a DMS becomes essential with a remote workforce

  • Define tips and best practices for DMS adoption in your firm

  • Identify the seven steps your firm should take to ensure successful DMS implementation

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Don Emery, CPA

Doc.It
Director of Client Solutions
[email protected]
(905) 218-6930

Doc

Don Emery, CPA/CA is Doc.It’s Director of Client Solutions, reporting to the CEO. Don assists customers with various issues and provides implementation consulting services to clients. Don leads the North America business development team. Don joined Doc.It in 2009 as an Implementation Specialist and was named Director of Client Solutions in 2012. Before Doc.It from 1998 to 2009, Don worked for Streamline Information Systems Limited in several roles, including President, Vice President of Services, Sales Territory Manager, and Manager of Finance and Administration. Don was instrumental in assisting the owners with selling the business in 2007. From 1993 – 1998 Don worked for JNE Consulting Limited in many roles, including finance, human resources, IT, and property management branches of an engineering company with offices in multiple countries. Don was instrumental in supporting the growth of the organization from 35 to 255 employees during a 5-year period. Don has worked for the Government of Bermuda and the Regional Municipality of Hamilton Wentworth, where he was a supervisor of payroll, pensions, and benefits administration. Don also worked in an accounting firm from 1982 to 1987, where he was the supervisor of Audit Services.

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.