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Self-Study CPE
A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
Transforming Your Firm Through Digitalization and Automation

TRANSFORMING YOUR FIRM THROUGH DIGITALIZATION AND AUTOMATION

Available Date(s)
Wednesday, October 20, 2021: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Digital transformation shifts the focus of the accounting and finance organization at every level. The greater the emphasis on process optimization, the more rewarding the work becomes for accounting professionals. Instead of spending your days on repetitive data entry and manual processes you can focus on the strategic work you went to school for with digital transformation and automated process. Attendees identify pain points resulting in a tailored demo of a fully integrated suite of document management, workflow, and portal products.

Learning Objectives:


  • Determine how digitalization and automation drive efficiency and profitability for your firm

  • Recognize why automation is crucial for accountants to keep up with increasing workloads

  • Give examples of common issues experienced by other firms

  • Determine how to simplify and structure your document management and workflow

  • Recognize how to easily track retention to ensure compliance

  • Determine how to seamlessly integrate document management and workflow in your existing software ecosystem (tax, Caseware, fx Engagement, Time & Billing, etc.)

Linkedin

Josh Town

Doc.It
Sales Manager
jtown@doc-it.com
(888) 693-6248

Doc

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.

Linkedin

Chuck Wilson

Doc.It
Senior Client Solution Specialist
cwilson@doc-it.com
(888) 693-6248 x9

Doc

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.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.