10 Steps to true document management in today’s remote landscape

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What is the problem with not having a document management system (DMS) in today's environment? You should move from simply storing files to efficiently managing your engagements.

According to the most recent Accounting Firm Operations and Technology Survey, nearly 20% of firms are still operating without a true DMS. They instead use document storage tools to manage documents. If finding a file takes more than seven seconds, a DMS is a necessity.

What you'll learn

  • How can a DMS help my firm
  • Filing, search and retrieval
  • Workflow and efficiency
  • Working remotely with a DMS
  • 10 Steps to successful DMS implementation
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