Working Remote: Why a Document Management System is Imperative Today

Date: Wednesday, September 29, 2021
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Jeff Rozovics and Kevin Sharma
Objective: -Learn why a document management system becomes even more imperative with a remote workforce
-Understand how a document management system results in a “one-firm” concept
-Hear about Jeff’s transition from Filecabinet CS to Doc.It
-Learn how Doc.It allows firms to be more efficient and profitable
Field of Study: Business Management and Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description
In this interactive webinar, Jeff Rozovics of Rozovics Group, LLP will detail specifically why a document management system becomes even more imperative in a remote environment. Learn how Rozovics Group streamlined workflows and optimized their document management processes after implementing Doc.It.

Presenter Bio(s)
Jeff Rozovics is a partner at Rozovics Group, P.C. He has been with the firm since 1997 and became partner in January of 2002. He works with organizations to establish a plan and ensure financial goals and objectives are being met. Rozovics Group focuses on tax, tax planning, traditional accounting services, and consulting.

Kevin Sharma is the Director of Sales and Marketing at Doc.It. Since 2012, he has helped hundreds of accounting firms improve efficiency, enhance data security, and elevate their client service with Doc.It's suite of document management, workflow, PDF Editor, and web portal tools.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.