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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 DateMay 25, 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 a Certified Public Accountant, Certified Fraud Examiner, and CEO of Powerful Accounting, LLC. The firm has two locations in Connecticut, one in Windham and one in New Haven. Powerful Accounting is a nationally recognized accounting, tax, forensic and fraud, IRS, and State Agency consulting firm. Powerful Accounting has recently partnered with Anderson, Brolin & Coba CPAs, LLC – a powerhouse tax preparation, consulting, and wealth management firm where Dawn is a partner. In addition, Powerful Accounting created a sister company, Your Turn, LLC, where they specialize in application consulting and small businesses’ implementation.

Dawn’s list of professional accomplishments is extensive and includes working with prestigious companies such as Intuit, TSheets.com, Fundera, MSNBC, and The Woodard Group, and many more.  Named “Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “Top 10 Managing Partner Elite – Great Accounting Firm Leader” in 2017 by Accounting Today, and selected as a “Top 40 Under 40” by CPA Technology Magazine in 2009. Dawn continues to pursue excellence with the support of her fantastic Team at Powerful Accounting.  

Known for her hilarious presentation style, Dawn has been featured on MSNBC “Your Business” and has spoken at Intuit’s QuickBooks Connect, Scaling New Heights, Sleeter Conference, TD Bank North locations, Tory Johnson’s Small Business Spark and Hustle Tour, Live Your Legacy Summit, and many more. Her commitment to continuing education motivates her to learn something new every day, and she recently passed the Certified Fraud Examiner exam in the summer of 2017. Her next goal is to earn her Certified Forensic Accountant license.
 

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.