Working Remote: Why a Document Management System is Imperative TodayDate: 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.
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.
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.
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs
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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.
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