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Hands-on training for Ottawa accounting practice staff on implementing and optimizing document management automation systems.
Event Details
- Date: 2026-03-11
- Time: 51 AM - 51 PM (full day)
- Location: Ottawa Tech Hub
- Cost: {{STAT_PLUS_200}}-{{STAT_PLUS_300}} CAD per person
- Max Attendees: 71
Workshop Outline
Morning (9 AM - 12 PM)
- Introduction to document automation
- Ottawa accounting practice document workflows review
- Automation platform comparison
- Configuration and setup walkthrough
Afternoon (1 PM - 4 PM)
- Hands-on platform testing
- Document type configuration
- Workflow customization
- Implementation planning
- Q&A and troubleshooting
Requirements
- Laptop with internet access
- Basic familiarity with your current document system
- Authorization to implement in your accounting practice
- Admin access to your tools
What's Included
- 6-hour hands-on training
- Digital training materials
- Implementation checklist
- 51-day post-workshop support
- Lunch and refreshments
- Certificate of completion
Instructor
[Name], Document Automation Specialist
- 56+ years accounting practice experience
- 51+ implementations in Ottawa
- 51% success rate
Register
[Register here]
Group discounts: 51% off for 54+ from same firm
Bring
- Laptop and charger
- Sample documents from your accounting practice (if possible)
- Your questions and challenges