In this webinar, attendees will identify pain points, resulting in a tailored demo of a fully integrated suite of document management, workflow, and portal products.
Since moving across the pond from the UK to Canada in 2015, Josh has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.
Chuck Wilson is one of Doc.It’s senior client solution specialists. Chuck provides implementation consulting and training services to clients. Before joining Doc.It, Chuck spent several years working for a public accounting firm where he managed all systems implementation, product selection & migration, disaster recovery planning, and process excellence initiatives. Chuck joined Doc.It in 2006 and has personally assisted hundreds of firms with document management implementation and training initiatives. Chuck’s experience working in the trenches of a successful and growing accounting firm gives him the aptitude to readily understand the challenges firms face as they go about their daily work. Chuck is instrumental in helping firms implement document management and workflow software and establish processes resulting in firm-wide productivity gains.