Game-Changing Document Management Strategies

Thursday, May 8, 2014 | 2:00 PM ET | 1:00 PM CT | 12:00 PM MT | 11:00 AM PT

When evaluating document management strategies, some firms struggle with how to implement best practices in a way that makes sense for the firm's unique needs. What works for one firm sometimes needs to be modified to work somewhere else. With so many possibilities, it can be hard to build a plan that help your firm be more efficient without creating unnecessary headaches. In this webinar, you'll learn about:

  • The latest best practices gathered from firms who have been there
  • Potential roadblocks and how to avoid them
  • Must-have vs. nice-to-have features, and how to tell the difference

Program level: Basic (no prerequisites required).

Receive 1 hour of free CPE credit for participating in this live webcast.

Register for the webcast using the  registration form at the right.

Presented by:
Gail Perry Gail Perry, Editor-in-Chief, CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including For Dummies and the soon-to-be-released QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelors degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

John Barnes John Barnes, Product Line Manager, Wolters Kluwer, CCH

John Barnes is responsible for management and development of strategic roadmaps for CCH Axcess™ and ProSystem fx® workflow solutions, including CCH Axcess™ Document, CCH Axcess™ Practice and CCH Axcess™ Workstream. He brings 20+ years of experience in accounting and financial systems, software development and management to Wolters Kluwer, CCH .

Kara Baker Kara Baker, CPA, Wolters Kluwer, CCH

Kara Baker is a Software Consultant within the Wolters Kluwer, CCH Training & Consulting department. Her primary focus is conducting training and consulting services for customers of CCH Axcess™, CCH®  KnowledgeConnect™ and ProSystem fx® Practice Management.

Baker joined Wolters Kluwer, CCH in 2011 after attending many User Conferences as an attendee. Prior to joining Wolters Kluwer, CCH, Baker worked for Windham Brannon, PC in Atlanta, GA for eight years, specializing in tax compliance and planning for businesses and individuals.

Baker received her degree in Accounting from the Georgia State University and Master of Accounting from Kennesaw State University. She is a practicing CPA.

This FREE online seminar is a continuation of the magazines' mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:


* By registering to view the Game-Changing Document Management Strategies, you have accepted to be contacted by our sponsors.

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies please contact Isaac O'Bannon at 800-547-7377 x2110

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