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Don Emery, CPA

Doc.It
Director of Client Solutions
demery@doc-it.com
(905) 218-6930

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Don Emery, CPA/CA is Doc.It’s Director of Client Solutions, reporting to the CEO. Don assists customers with various issues and provides implementation consulting services to clients. Don leads the North America business development team. Don joined Doc.It in 2009 as an Implementation Specialist and was named Director of Client Solutions in 2012. Before Doc.It from 1998 to 2009, Don worked for Streamline Information Systems Limited in several roles, including President, Vice President of Services, Sales Territory Manager, and Manager of Finance and Administration. Don was instrumental in assisting the owners with selling the business in 2007. From 1993 – 1998 Don worked for JNE Consulting Limited in many roles, including finance, human resources, IT, and property management branches of an engineering company with offices in multiple countries. Don was instrumental in supporting the growth of the organization from 35 to 255 employees during a 5-year period. Don has worked for the Government of Bermuda and the Regional Municipality of Hamilton Wentworth, where he was a supervisor of payroll, pensions, and benefits administration. Don also worked in an accounting firm from 1982 to 1987, where he was the supervisor of Audit Services.

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.

Archived Webinars

CONSOLIDATING APPLICATIONS TO IMPROVE PRODUCTIVITY: ACCOUNTING & TAX FIRMS
Recorded Date December 6, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
ACCOUNTING FIRMS 7 STEPS TO TRUE DMS: STORING DOCUMENTS VS. MANAGING INFORMATION
Recorded Date September 21, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
THE 7 BENEFITS OF DOCUMENT MANAGEMENT IN THE CLOUD FOR PUBLIC ACCOUNTING FIRMS
Recorded Date August 10, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
DOCUMENT MANAGEMENT: ON-PREMISES OR CLOUD? ACCOUNTING & TAX FIRMS
Recorded Date June 15, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
RECOGNIZE THE HOSTING METHODS AVAILABLE IN TODAYS LANDSCAPE
Recorded Date September 21, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
RESOLVING WORKFLOW ISSUES WHEN HANDLING TAX, ASSURANCE AND YEAR-END WORK
Recorded Date November 3, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
MAXIMIZING EFFICIENCY WITH DOCUMENT MANAGEMENT AND WORKFLOW
Recorded Date December 3, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
THINKING DIFFERENTLY ABOUT DOCUMENT MANAGEMENT AND WORKFLOW
Recorded Date October 1, 2014  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
MAXIMIZING EFFICIENCY WITH DOCUMENT MANAGEMENT
Recorded Date October 3, 2013  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other