Digital transformation shifts the focus of the accounting and finance organization at every level. The greater the emphasis on process optimization, the more rewarding the work becomes for accounting professionals. Instead of spending your days on repetitive data entry and manual processes you can focus on the strategic work you went to school for with digital transformation and automated process. Attendees identify pain points resulting in a tailored demo of a fully integrated suite of document management, workflow, and portal products.

Learning Objectives:

• Determine how digitalization and automation drive efficiency and profitability for your firm


• Recognize why automation is crucial for accountants to keep up with increasing workloads


• Give examples of common issues experienced by other firms


• Determine how to simplify and structure your document management and workflow


• Recognize how to easily track retention to ensure compliance


• Determine how to seamlessly integrate document management and workflow in your existing software ecosystem (tax, Caseware, fx Engagement, Time & Billing, etc.)