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

DropFolder

March 23, 2010 

DropFolder.net Web Portals

Every business that needs to share information with clients or customers wants an integrated Document Portal. Integrated into our Practice Managment software is a simple "one click" client portal.

ASystems_ASystems_10071236

February 17, 2010 

A-Systems JobView® Small Builder Advantage (SBA)

The SBA Edition is the scaled-down, basics-only editon of A-Systems JobView®, priced under $100 to be affordable to everyone. It is a fully functional, full-featured accounting program, capable of handling; Top of the line, professional Job Cost Accounting.  In use since 1978, in virtually every type of construction business, coast to coast and border to border...…

Outsource_logo

February 17, 2010 

Outsourcing Services

SurePrep’s outsourcing options, which include U.S.-based, onshore preparation, have grown to accommodate increased demand, while continuing to provide secure tax return processing and paperless workpapers organized in a preparation and review-ready format. With SurePrep’s solutions, tax and accounting practices are given the ability to work smarter, not harder, increasing productivity and profitability, while promoting fully...…

CRM72

February 17, 2010 

Activant Prophet 21

A powerful package of solutions takes you all the way from the warehouse to the back office. When it comes to choosing distribution management software, you know what's right for your business: solutions that automate processes, drive sales, improve productivity and enhance customer service. Solutions that let you take control of your business -- and…

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February 17, 2010 

eTaxPortal

eTaxPortal provides a comprehensive collaboration workspace for the various groups involved in the tax function. It addresses automation, controls, collaboration and information sharing, along with risk management that drives tax processes and enhance productivity manifolds.

ImagineTime 2019 LetterheadNoAdd

February 17, 2010 

ImagineTime Practice Management

ImagineTime Practice Management offers Time and Billing, Calendar Schedule, Due Date Management, Credit Card Processing, Client Relationship Management, Integration with popular tax software programs, QuickBooks integration and Work-flow Management. ImagineTime is modular in desgin. Start with what you need and add modules or users as your company’s needs evolve. View the video tour:

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February 17, 2010 

Citrix ShareFile

Citrix ShareFile allows you to create a custom-branded, password-protected space where you can exchange business files with clients easily and securely. Whether you need to send large files by email, conduct a secure file transfer or set up a collaboration space for project-related files, ShareFile has the solution for you. Sign up for a free...…

ViewWise_Computhink_10071280

February 17, 2010 

ViewWise

Computhink’s ViewWise Integrated Document Management Software provides Accounting Firms and Departments with powerful tools to securely manage client and internal documents and facilitates regulatory compliance. Computhink received the top ranking of 4.5 stars in the 2006 review from The CPA Technology Advisor and was awarded the prestigious “”””Front Runner”””” award by Microsoft Corp. for its...…

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February 17, 2010 

CPA SafeMail

Bi-directional document exchange soultion for accountants. Works through Outlook so adoption rates are high - it works just like email.