{"href":"http://player.captivate.fm/services/oembed?url=http%3A%2F%2Fplayer.captivate.fm%2Fepisode%2Fa145d95d-99c3-4059-a27f-18f988665ade","version":"1.0","provider_name":"Captivate.FM","provider_url":"https://www.captivate.fm","width":600,"height":200,"type":"rich","html":"","title":"Special Edition: Kevin Sharma (Director of Sales & Marketing at Doc-It)","description":"On today's deep dive special edition episode of the Accounting Influencers Podcast, of the Accounting Influencers Podcast, Rob Brown of the Accountants Influencers Podcast interviews Kevin Sharma of Doc-It on how accounting firms can increase efficiencies and performance.\n\nKevin is the Director of Sales and Marketing at Doc.It by IRIS. Over the past nine years, he has helped hundreds of accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow and web portal tools. \n\nKevin loves travelling, sports (Toronto Raptors), concerts and bakes cheesecakes as a side hustle. He also enjoys spending time with his family and 2 year old son. \n\nKey shownotes from the whole interview include:\n\n\u279c What you learn from talking to thousands of accounting firms and the key questions accountants ask\n\n\u279c The curiosity factor - what drives accountants and CPAs to know what their peers are doing\n\n\u279c How signing online forms and digital data has moved so far for accountants and their clients\n\n\u279c Considerations for data security for clients of accountancy firms in a remote world\n\n\u279c The benefits to accounting firms and their clients to go paperless and in the cloud\n\n\u279c What will happen to desktop and paper based accountants who are unwilling or unable to go digital\n\n\u279c How technology helps accounting firms attract better talent\n\n\u279c Why apathy and complacency are the biggest competitors for fintech firms like Doc-It\n\n\u279c Lessons learned from a North American fintech company entering the UK accounting market\n\n\u279c How being acquired by a big fintech player like IRIS affects a smaller company like Doc-It\n\n\u279c An overview of the 4 core Doc-It products of document management, workflow. the web portal and the PDF editor\n\n\u279c How accountants are coping with overwhelming client demands and technology overload\n\n\u279c The average number of tech apps, systems and softwares the average accountancy firm runs\n\n\u279c Questions accountants should answer to strategically choose the right tech stack\n\n\u279c The problem of 'over-promising' with the accounting fintech vendor agendas\n\n\u279c The importance of education and adoption with fintech software and the need for support\n\n\u279c How Covid has changed the game in which accounting firms buy software and technology\n\n\u279c Where technology is going in the accounting world over coming years\n\n\u279c Advice to accountants and CPAs to help them make better tech decision in a busy world\n\n\u279c What will happen to the accounting firms who do not embrace the new tech in coming years\n\nGo to https://www.doc-it.com/aip to learn more and get a special free white paper free white paper \"Choosing a Client Portal for Your Accounting Firm\"\n\nKevin on LinkedIn: https://www.linkedin.com/in/kevinnsharma/\n\nNOTE TO LISTENERS:\n\nThis is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode.\n\nMartin and Rob love to hear from our 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type sayhi.chat/aip into your browser and leave us a quick and easy voice message. We may just feature you on the show!","thumbnail_width":300,"thumbnail_height":300,"thumbnail_url":"https://artwork.captivate.fm/1051b277-ca52-4ba9-b069-4377fb21ad38/q2dzhB_0sLgWMcw7J3nDPDto.jpg"}