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Free cpe webinars
Utilizing a Document Management System to Get Paperless, Productive & Profitable

UTILIZING A DOCUMENT MANAGEMENT SYSTEM TO GET PAPERLESS, PRODUCTIVE & PROFITABLE

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 23, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The post-tax season is prime time for learning about and implementing the new technologies that will help your firm achieve the highest possible levels of efficiency to drive productivity and profitability. Having the right infrastructure to support paperless document management is ground zero for advancing cyber security, workflow efficiencies, employee productivity, and client collaboration. 

Dawn Brolin—CPA, CFE, and The Designated Motivator for Accounting Professionals—will share key steps for success that are critical in order to get your firm ready to implement an advanced document management system (DMS).

Learning Objectives:


  • Identify a proven, systematic approach to help your firm use the next generation DMS

  • Determine how to set and measure goals related to DMS technology implementation

  • Recognize how the right DMS infrastructure can be integrated into your firm’s tax, accounting, and advisory workflows to increase efficiency and eliminate pain points

  • Construct a roadmap for security, client and employee onboarding, and business continuity supported by your DMS
     

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of  Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”

As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.

Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.

Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.

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About Our Sponsor

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SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.