Document Management Pt. 1

In this episode, Trevor and Nick discuss document management, detailing what accounting firms do with documents, how they work with them, and how a basic theoretical system works. If you're looking to adopt document management or just want to understand more, listen to this episode to get a better understanding of what document management is and what problems it is trying to solve.


Automation and Workflow

Welcome to Season 3 of the Accounting Technology Fireside chat!

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Increase Customer Satisfaction Through Automation

In this episode, Trevor and Nick Explore Microsoft Power Automate and discuss how process automation can increase customer satisfaction and improve...

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Email Migration

In this episode, Trevor and Nick discuss email migration and the issues around this complex topic. This is a must-listen if you are planning to move...

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