Accountancy firms with 3 or more employees love our software because it reduces administrative workload, keeps client files organized, and streamlines workflow. We provide document management (DM), workflow, and a secure web portal.
Join us for a live interactive webinar on Thursday, August 13th from 2-3 PM GMT.
Course description: Attendees identify workflow pain points and experience a tailored demo of Doc.It Suite.
Interested in firm improvements?: Client service, workflow, security, time wasted searching for documents, interoperability to search all files and documents in data silos.
Learning Objectives: -Improve DM -Improve workflows -Improve client relationships by demonstrating knowledge of their data -Improve interoperability between data silos