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Free cpe webinars
Maximize Efficiency: How to Simplify Workflows by Consolidating Applications

MAXIMIZE EFFICIENCY: HOW TO SIMPLIFY WORKFLOWS BY CONSOLIDATING APPLICATIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 8, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Most organizations have redundant or seldom used software applications that complicate IT support and increase costs. One major way to improve firm productivity is to assess your firm’s needs and consolidate those applications to eliminate waste and the need for added support.

This webinar will cover the benefits of consolidating applications and outline the steps needed to improve efficiency in your firm.

Learning Objectives:


  • Recognize common issues experienced by other firms

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

  • Outline how to easily track retention to ensure compliance

  • Recognize how to keep data secure

  • Identify how to seamlessly integrate document management and workflow in your existing software ecosystem

  • Evaluate how your firm can cut costs while exceeding your level of service and efficiency

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Don Emery

IRIS Global
Director of Client Solutions
[email protected]
(905) 218-6930

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Don Emery, CPA/CA is Doc.It by IRIS’s Director of Client Solutions, reporting to the CEO. Don assists customers with various issues and provides implementation consulting services to clients. Don leads the North America business development team. Don joined Doc.It in 2009 as an Implementation Specialist and was named Director of Client Solutions in 2012. Before Doc.It from 1998 to 2009, Don worked for Streamline Information Systems Limited in several roles, including President, Vice President of Services, Sales Territory Manager, and Manager of Finance and Administration. Don was instrumental in assisting the owners with selling the business in 2007. From 1993 – 1998 Don worked for JNE Consulting Limited in many roles, including finance, human resources, IT, and property management branches of an engineering company with offices in multiple countries. Don was instrumental in supporting the growth of the organization from 35 to 255 employees during a 5-year period. Don has worked for the Government of Bermuda and the Regional Municipality of Hamilton Wentworth, where he was a supervisor of payroll, pensions, and benefits administration. Don also worked in an accounting firm from 1982 to 1987, where he was the supervisor of Audit Services.

Kevin Sharma

IRIS Global
Sales & Marketing Director
[email protected]
(888) 693-6248 Ext. 1

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Kevin is the Director of Sales and Marketing at Doc.It by IRIS. He has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.

About Our Presenter

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IRIS Americas is part of IRIS Software Group. IRIS works with thousands of CPA firms including 52 of the top 100 CPA firms in the US and its payroll solutions for over 150,000 SMEs and 1m employees across the US and Canada. IRIS has more than 100,000 UK and international customers, with 80% having a tenure of five or more years. Its brands include IRIS Star Practice Management, IRIS FMP, IRIS Innervision, IRIS Practice Engine, Doc.It, PSI Payroll, AccountantsWorld, MyPay, and Conarc. To see how IRIS helps organizations get things right first time, every time, visit www.irisglobal.com or follow IRIS Software Group on LinkedIn, Twitter and Instagram.