DEMO DAY: Client Portals and Document Management

Overview

Instead of spending weeks identifying and exploring client portals and document mangement tools on your own, you can compare key options in just a few hours with this Demo Day. This event will dive deep with several demos on client portals and document mangement tools to make your client relations smooth and efficient! The schedule and participating vendors will be posted closer to the event date.  

CPA Demo Day Series 

This event is part of our CPA Demo Day Series! CPA Demo Days enable your practice to select vendors for new products and services more easily and efficiently by streamlining the initial stages of discovery and evaluation. This is a great opportunity to compare solutions side by side, ask questions, and discover what may be right for your organization.

Each monthly Demo Day (August-December 2025) is designed to help you efficiently compare leading solutions for specific product categories in a streamlined fashion so you can make confident, informed purchasing decisions sooner and with less effort.

How Demo Days work:

• 30-minute live product demos from competing solution providers for a specific product/solution category
• Live Q&A to get answers from vendors and insights from fellow buyers
• Confidential participation, vendors will not follow-up with you unless you request it
• Free for WSCPA members

Notice

This event does not qualify for CPE credit.