Document Management

 Doc.It Suite

March 23, 2020 

Doc.It Suite

Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate

Featured Articles

 CCH, a Wolters Kluwer business — ProSystem fx Document (SaaS)

August 23, 2012 

CCH, a Wolters Kluwer business — ProSystem fx Document (SaaS)

4565 characters 800-739-9998 CCHGroup.com The folks at the CCH division of Wolters Kluwer have been busy working on bringing their Next Generation suite of accounting and tax applications to market, with a focus on a SaaS (Software as a Service) deployment model. This is an appropriate strategy since web-hosted applications delivered through a SaaS model...…

 CCH Small Firm Services — ATX and TaxWise Scan&Fill

August 22, 2012 

CCH Small Firm Services — ATX and TaxWise Scan&Fill

4279 characters 800-375-9542 www.ATXinc.com www.TaxWise.com As the name implies, ATX and TaxWise Scan&Fill is a scanning and document storage system that is designed as an integral extension of the ATX and TaxWise tax prep software. Core Functionality The interface is simple in its design. An intuitive toolbar of functions is displayed along the top of...…

 AccountantsWorld — CyberCabinet

August 13, 2012 

AccountantsWorld — CyberCabinet

3333 characters 888-999-1366 www.accountantsworld.com The AccountantsWorld (AW) CyberCabinet application is an integral component in the AW strategy to provide a complete accounting practice portal of online applications. Core Functionality The AccountantsWorld lineup of applications includes payroll (Payroll Relief), client accounting (Accounting Relief), practice management (Power Practice) and more. CyberCabinet is the document storage application that...…

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July 2, 2012 

Simplifying Online Document Management for Clients

Document management has come a long way over the past decade, at least for accounting firms. Although professionals often proudly wear their self-proclaimed skepticism of some technology, most firms are actually quite advanced, at least when comparing technology adoption to their small business clients. Unfortunately, in the new practice model and new economy, clients who...…

Isaac M. O'Bannon

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June 28, 2012 

SaaS and Mobile Solutions are Big Winners at 2012 Innovation Awards

From the July 2012 Issue. As tax and accounting professionals make plans to move their firms forward, certain buzz words continuously show up: SaaS, on-the-go, real-time collaboration, the Cloud, mobile, instant, client portal, mobility. It’s obvious that success in tomorrow’s world is reliant upon professionals and their clients having access to the information they need...…

Taija Sparkman

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June 27, 2012 

InFirm: Communicating IT

There’s no doubt that information technology impacts every aspect of today’s accounting firms and most firms do a pretty good job of identifying opportunities where new technologies can improve their practice.

Roman Kepczyk