Tech tips for tax pros: document management in the cloud

Complimentary Web Seminar
Available On-Demand

Brought to you by Accounting Today

Moving to the cloud is usually a multi-step process that takes place over months or even years, depending on your firm’s technology goals. Document management is often one of the first functions to move to the cloud, thanks to the convenience of accessing files on the go.

In this webinar, we’ll discuss one firm’s experience adopting cloud-based document management, including:

  • Benefits of cloud-based document management
  • Discussion of how to minimize implementation challenges
  • Advice for firms considering a move to the cloud

Join this panel discussion with a Wolters Kluwer document management expert and a CCH® Axcess customer who has been successfully using the system for several years.

Who should attend?: Professional firms

Featured Presenters:

Dan Hood
Accounting Today

Damon Russel
Technical Product Manager — Workflow Solutions
Wolters Kluwer

Adam Burnett
Director, Solution Design
Wolters Kluwer

Sponsor Content From:

Wolters Kluwer

CPE Credit is being offered for this webinar.

SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
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