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Josh Town

Doc.It
Sales Manager
jtown@doc-it.com
(888) 693-6248

Doc
Since moving across the pond from the UK to Canada in 2015, Josh has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.

About Us: Doc.It® has established a long-standing presence in the market providing a full suite of document management products that meets the needs of firms of all sizes due to their leadership philosophy of customer-guided software development. Doc.It® has strong financial backing and experienced leadership, which ensures long-term staying power and support for expansion throughout North America. Doc.It®’s leadership team, with support and guidance from their executive board, believe in strategic growth and maintaining the perpetual culture of customer care.

Upcoming Live Webinars

CONSOLIDATING APPLICATIONS TO IMPROVE PRODUCTIVITY: ACCOUNTING & TAX FIRMS

Available Date(s)
Wednesday, July 14, 2021: 1:00PM EDT
Wednesday, November 10, 2021: 1:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

7 STEPS TO TRUE DMS: STORING DOCUMENTS VS. MANAGING INFORMATION

Available Date(s)
Wednesday, September 22, 2021: 1:00PM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

TRANSFORMING YOUR FIRM THROUGH DIGITALIZATION AND AUTOMATION

Available Date(s)
Wednesday, October 20, 2021: 1:00PM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

Archived Webinars Offered

OPTIMIZING WORKFLOW AND DOCUMENT MANAGEMENT EFFICIENCY

Date RecordedApril 21, 2021  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

CONSOLIDATING APPLICATIONS TO IMPROVE PRODUCTIVITY: ACCOUNTING & TAX FIRMS

Date RecordedDecember 2, 2020  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

7 STEPS TO TRUE DMS: STORING DOCUMENTS VS. MANAGING INFORMATION

Date RecordedOctober 21, 2020  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other