Your time is too valuable to waste

How much time do you (and/or your colleagues) spend scanning, saving, and filing client reports?

Your skills and your time are too precious to spend hours doing all of this manual work. With document management, you can save nearly two hours filing 500 client reports.

Some of the benefits of document management include 

  • Fast and effective search
  • Consistency in filing and naming protocols
  • Save time scanning & filing
  • Eases compliance concerns
  • Increases security of confidential information

If you'd like to learn more about how to harness and make use of a document manage system, watch the webinar, "How to Automate Document Management," available on-demand and presented by Jo Day.

Just fill out the form to the right to gain instant access to this 25-minute webinar.


Joanne Day – Partner at Trumpet, Inc.

As a workflow designer, Ms. Day customizes and automates workflow for advisory firms throughout the country.  Ms Day speaks the language of business owners and operations teams alike, making her a valued commentator.

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