Guest Interview Highlights: Kevin Sharma (Director of Marketing at Doc-It) - Accounting Influencers Podcast

Episode 18

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Published on:

29th Sep 2021

Guest Interview Highlights: Kevin Sharma (Director of Marketing at Doc.It)

Episode 18. On today's episode 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.

Kevin 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.

Kevin 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.

Key shownotes from the whole interview include:

➜ What you learn from talking to thousands of accounting firms and the key questions accountants ask

➜ The curiosity factor - what drives accountants and CPAs to know what their peers are doing

➜ How signing online forms and digital data has moved so far for accountants and their clients

➜ Considerations for data security for clients of accountancy firms in a remote world

➜ The benefits to accounting firms and their clients to go paperless and in the cloud

➜ What will happen to desktop and paper based accountants who are unwilling or unable to go digital

➜ How technology helps accounting firms attract better talent

➜ Why apathy and complacency are the biggest competitors for fintech firms like Doc-It

➜ Lessons learned from a North American fintech company entering the UK accounting market

➜ How being acquired by a big fintech player like IRIS affects a smaller company like Doc-It

➜ An overview of the 4 core Doc-It products of document management, workflow. the web portal and the PDF editor

➜ How accountants are coping with overwhelming client demands and technology overload

➜ The average number of tech apps, systems and softwares the average accountancy firm runs

➜ Questions accountants should answer to strategically choose the right tech stack

➜ The problem of 'over-promising' with the accounting fintech vendor agendas

➜ The importance of education and adoption with fintech software and the need for support

➜ How Covid has changed the game in which accounting firms buy software and technology

➜ Where technology is going in the accounting world over coming years

➜ Advice to accountants and CPAs to help them make better tech decision in a busy world

➜ What will happen to the accounting firms who do not embrace the new tech in coming years

Go 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"

Kevin on LinkedIn: https://www.linkedin.com/in/kevinnsharma/

NOTE TO LISTENERS:

This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend.

Martin 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!

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About the Podcast

Accounting Influencers Podcast
Host Rob Brown shows accounting professionals and leaders how to be more influential, grow their personal brand and be more authoritative, relevant and high profile in their roles..
The Accounting Influencers Podcast, hosted by Rob Brown, is a must-listen for accounting professionals looking to strengthen their leadership presence, stay informed on disruptive forces in accounting and build credibility within their firms. Geared toward firm leaders, managers, partners and influencers, the show covers key topics like career development, influence, personal branding and interpreting the evolving trends impacting the accounting world. Rob brings his expertise to each episode, offering insights and guidance on how to grow your personal brand and stay strategically important in a rapidly changing profession. Whether you're aiming to influence within your firm or expand your reputation outside of it, this international podcast offers practical advice and forward-thinking insights that will keep you informed and prepared for the future.
Accounting leadership
Executive presence for accountants
Building influence in accounting
Accounting industry trends
Personal branding for accountants
Accounting firm strategy
Accounting business models
Leadership in accounting firms
Talent management in accounting
Authority in accounting profession
Career development for accountants
Accounting firm growth strategies
Influencers in accounting
Accounting firm management
Disruptive forces in accounting
Accounting leadership strategies
Accounting career success
Accounting firm decision-makers
Accounting business trends
Building credibility in accounting

About your host

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Rob Brown

Rob Brown hosts the multiple accounting podcast and chair conferences, panels and events globally for the accounting and fintech profession. He is co-founder of Accounting Influencers Roundtable (AIR) which helps vendors, experts and influencers serve the accounting and finance world. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 400,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.