Learn how to resolve the most common workflow and efficiency issues when handling tax, assurance and year-end work by using document management and workflow software. The program begins with attendees identifying areas of greatest concern, resulting in a tailored learning experience. This program includes discussion around tax, assurance and year-end workflow and efficiency challenges followed by a demonstration of how document management and workflow software resolves those issues.
Learn how to resolve common workflow and efficiency issues associated with tax, assurance and year-end work.
Learn how document management and workflow software integrates into your firm and existing software applications (tax, audit, engagement, time & billing, etc).
Experience a product demonstration showcasing how document management and workflow software resolves the most common workflow and efficiency issues when handling tax, assurance and year-end work.
Boomer Consulting, Inc.
CIO & Shareholder
[email protected]
(785) 537-2358 ext. 112
Jim Boomer is a shareholder and the CIO for Boomer Consulting, Inc. He is the director of the Boomer Technology Circles, The Producer Circle, The CIO Advantage and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm adviser to CPA firms across the country.
Doc.It
Director of Client Solutions
[email protected]
(905) 218-6930
Don Emery, CPA/CA is Doc.It’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.