From keeping track of papers to staying organized to getting work done efficiently, documents can create challenges inside an accounting firm. In fact, a recent Canopy survey found document management creates a number of pains for firms, such as: 

• 79% of accountants say they spend too much time tracking down files from inside their firm
• 58% of accountants have lost important client information by storing documents locally on their personal computer

But, there is a solution! 86% of accountants that use a single document management platform say centralizing ALL client info (eDocuments, billing info, payroll documents, cashflow info, etc.) helps them operate more efficiently.
Join Accounting Today, Andrew Berg, Donny Shimamoto, and Canopy to learn the solution. This includes discussing: 

• How you're not alone- most firms struggle with document management
• The benefits of a centralized system and the pains without one 
• How to work on the things that matter, and stop spending time locating files 
• The way to support remote work and improve productivity with document management 
• How to gather documents efficiently from your clients with a portal and mobile application 

Can't attend live? Register and we'll send you a recording.