Paperless Tools - Scanning, Doc. Mgt., Workflow and Portals Webinar

Mar 29
11:00 - 1:00 p.m.

Online

2-Other
CPE Credits

*Upon completion of this course you will have a solid foundation of knowledge about what it takes to make a successful transition to paperless workflows. *Specifically, you will understand what to look for in scanning, document management, client portal and workflow software solutions.*
Highlights
*What to look for in scanning equipment, image processing software and best practices for implementing your scanning policies and procedures* Document Management System (DMS) - review the role and value proposition of a DMS in making the transition to paperless workflows a success. *A demonstration of how to effectively deploy a DMS and a review of "must have" features.*A review of alternative strategies for your portal content.*Examples of effective client portal solutions and provide a roadmap for how to implement and administer your portal.*Workflow Software- this is one of the hidden secrets to a successful paperless office. *The workflow software serves as the digital red rope folder as you start to eliminate your paper files.* You will learn through examples of how valuable and integral workflow software is to going paperless successfully*

Registration

PICPA Member: $79
Nonmember: $104

More Information

Course No. DI081W-032917

Level: Basic

Prerequisites: None

Notes
The log-in instructions will be sent by CPA Crossings at least one day before the webinar.

Speaker(s)

John Higgins

Higgins Advisory LLC

John H. Higgins, CPA.CITP
Chief Partnership Officer
Strategic Advisor
CPA Crossings LLC

John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. As a co-founder of CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. John recently co-authored "Ten Steps to a Digital Practice in the Cloud", published by the AICPA. This book provides CPAs with a strategic roadmap for taking their firms online by leveraging cloud computing. John also developed an innovative model for delivering live CPE courses that utilize the Apple iPad to provide electronic course materials and an interactive classroom environment. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country.

Qualifications and Experience:

Actively involved in working with local, regional and national CPA firms over the past 25 years in the implementation of technology to automate business processes.
Awarded for being one of the Top 25 Thought Leaders in the accounting profession by The CPA Practice Advisor (www.cpapracticeadvisor.com) in 2011, 2012 and 2013.
Co-author of "10 Steps to a Digital Practice in the Cloud," published by the American Institute of CPAs.
Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more.
Nationally recognized speaker and author on technology issues affecting the CPA profession, with an emphasis on transforming to a digital practice model.
Author of the annual Document Management Software Review for the CPA Practice Advisor magazine.
Former national consulting partner with a top 10 CPA firm.
Member of the AICPA Business & Industry Hall of Fame.
Past Chair of the Michigan Association of CPAs.
Past member of the AICPA Council and CPE Advisory Committee.
MACPA Innovative User of Technology award recipient.

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