Best e-Practices with David Caron and Sean Nazarian
Secure, Electronic Audit Defence with DT File Cabinet: Don’t miss this interesting and informative session with David Caron & Sean Nazarian from Thomson Reuters at the Distinguished Advisor Workshops May 22-27 in a city near you.
Better understand:
-
How the Internet Has Changed Your Relationship with CRA
-
Best Practices – E-Docs, Scanning & Filing
-
Automated file naming conventions
-
Securing Your Data – Preventing theft of PDF client lists by employees
-
Audit File Assembly for e-Doc transmissions
-
Follow up communications
David Caron – Best E-Practices: Secure, Electronic Audit Defence with DT File Cabinet
David Caron is a Thomson Reuters technical trainer, support agent and subject matter expert for the DT Max Suite of products for Canadian tax professionals.
A technology evangelist with a passion for customer satisfaction, David is responsible for providing client training, customizing products to cater to our client’s needs and assisting with technical troubleshooting. David is keenly interested in demonstrating how emerging technology can revolutionize the traditional office workflow. David has a strong working knowledge of DT Max, DT FormMax, DT FileCabinet and DT Client portal as well as a deep understanding of how the products are integrated for maximum productivity.
David takes great satisfaction in assisting clients and making their work easier and simpler as well as teaching people new skills and new ways to interact with our products.
Sean Nazarian – Best E-Practices: Secure, Electronic Audit Defence with DT File Cabinet
Sean Nazarian is a Senior Account Representative with Thomson Reuters a leader in Tax and Accounting Software worldwide. Sean holds a Bachelor’s degree in Computer Science from The Institute of Computer Technology in Los Angeles. After a decade of success working in the Pharmaceutical industry he decided to pursue his entrepreneurial side and founded ‘The California Crepe Company’, which combined his love of cooking with his desire to continue working with people. Three years ago, he returned home and found his true calling in selling tax software and is now part of the DT Max sales team.
Help & Contact: 1 866 953 4769