Event Details
Title : Simplify Your Practice's Paperless Client Document Process
Date : September 13th, 2011
Time: 12:30 PM ET
So you are using CaseWare's Document Manager more aggressively. You're even scanning most of the permanent files to PDF. But is that it? Is that paperless?
Have you embraced the electronic document framework so that you know how to handle any client document? Are you aware of the differences between documentation and file saving? Are you producing an independent archived static document that can pass the tests of peer review and court challenge? How are you addressing team / client communication electronically? Have you applied metadata to allow for proper document retention policies? How do you show review evidence on non-CaseWare files, like excel, email, PDFs? Do you have uneasy feelings about whether your process is complete?
Come, see and hear what others are doing. Join Dwayne Bragonier as he simplifies this process for you. Based on experience collaborating with over 200 Public Accounting firms, Dwayne will present a framework that provides comprehensive client document management rules to increase the efficiency, productivity and wealth of a public accounting firm.
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