Common sense steps to improve your document management
| | | | | | | Learn more with this web seminar. | | | | | | | |
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| | | | | | | Common sense steps to improve your document management
Jan. 18, 2018 | 2 PM ET/11 AM PT | | | | Technology is transforming how firms do business, but that doesn’t mean you have to change everything at once. A few simple projects can keep your firm moving forward incrementally, so you can keep up with the changing landscape without overwhelming your staff. In this session, you’ll learn about straightforward steps you can take to improve you’re your firm’s efficiency, including: | | | | Reviewing and updating your document security policies Evaluating your paperless workflow Improving your client communication procedures | | Find out what you need to do to make 2018 a transformative year for your firm! |
| Register Now | | | Brian Siet, CPA
Senior Manager, Strategic Relationships
Wolters Kluwer Tax & Accounting US
(Speaker) | | | Damon Russel
Product Line Manager
Wolters Kluwer
(Speaker) | | | Kimberly Engstrom, CPA
Senior Manager
Global Mobility Tax
(Speaker) | | | Dan Hood
Editor-in-Chief
Accounting Today
(Moderator) |
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| | | | | | | NASBA CPE Credit is being offered for this webinar.**
SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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** In order to qualify to receive the CPE credits you will need to attend and stay on the seminar for its duration, which is about 60 minutes. This seminar not approved for IRS CPE Credit.
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