Create a Streamlined Secure Document Management System for Tech Stack Efficiency

The post-tax season is prime time for learning about and implementing the new technologies that will help your firm achieve the highest possible levels of efficiency to drive productivity and profitability.

Having the right infrastructure to support paperless document management is ground zero for advancing cyber security, workflow efficiencies, employee productivity, and client collaboration.

However, as Dawn Brolin, CPA, CFE, and The Designated Motivator for Accounting Professionals will share in this webinar, there are some key steps for success that are critical in order to get your firm ready to implement an advanced document management system (DMS).

Learning Objectives:

• Learn a proven, systematic approach to prepare your firm to start using or advancing its usage of a next generation DMS.

• Understand how to set and measure goals related to DMS technology implementation.

• See how the right DMS infrastructure can be integrated into your firm’s tax, accounting, and advisory workflows to increase efficiency and eliminate pain points such as.

• Create a roadmap for security, client and employee onboarding, and business continuity supported by your DMS.