On-Demand Web Seminar
Document management and the client service connection

Hosted by Accounting Today

Document management is about more than just storing and finding the documents in your firm. In fact, your firm’s document management has an important effect on your clients. As firms make the move to more advisory roles, the emphasis on client service will only increase. In this webinar, we discuss:

  • The components of document management that affect client satisfaction
  • How to increase collaboration and communication between your firm and its clients
  • Why changes in client expectations are driving many firms to reevaluate their processes
Damon Russel
Technical Product Manager,
Workflow Solutions
Wolters Kluwer Tax and Accounting
(Presenter)
Ranica Arrowsmith
Technology Editor
Accounting Today
(Moderator)

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