March 23, 2020
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
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
March 23, 2020
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
February 26, 2019
Another busy season is chalked up in the history books, and it is time for firms to evaluate opportunities to improve their firm processes while they have the luxury of the slower extension season to make sure they get things implemented right. To help firms get a jump on deciding specifically which technologies they should...…
February 26, 2019
5797 characters Workflow, document management and portals are the accounting profession’s buzzwords of the year. Well, the past few years actually. Everyone’s talking about them, but many still don’t truly understand how they affect their firm. When it comes to these topics, the question I hear most often is this: “Are these items independent...…
February 26, 2019
Born in the Cloud We’re here to help small and midsize businesses just like yours harness the power of the cloud to improve workforce management and mitigate compliance risk so you can grow and succeed. We’re proud of the software we develop and how we help our customers achieve their goals by decreasing their labor...…
February 26, 2019
Now you can extend the power of Workspace to your customers. You can transfer documents to and from your clients securely, reliably, and quickly. No more emailing “Confidential Information” through the internet.
February 26, 2019
TaxWorkFlow provides the best value in comprehensive, customizable practice management for tax and accounting professionals. Easy to use and extremely powerful, TaxWorkFlow simplifies and automates workflow while providing added-value tools to ensure success in every process-driven engagement from day-to-day accounting to tax and audit work. CPA and accounting firms looking for an affordable and effective...…
February 26, 2019
The Suralink Professional Document Exchange Platform combines a dynamic PBC list, assignment workflow, and secure file hosting to deliver a more efficient and organized engagement. Make document requests, receive files, track the progress of the engagement, and manage your team and clients on a single platform. Eliminate the need to manually manage client requests through spreadsheets,...…
February 26, 2019
FileGenius® is a client portal solution that securely manages, transfers and stores critical files in the cloud. FileGenius serves CPA firms and financial institutions of varying sizes and types, including investment management firms and banks. Highlights include intuitive, easy-to-use interface, compliance with major security and privacy regulations (including HIPAA, FIPS-140 and NIST), no software or...…
February 26, 2019
AuditDashboard 3.0 helps small, medium and large CPA firms standardize the information collection process. By offering a dynamic, web-based, alternative to the traditional excel prepared by client request list, we help firms increase productivity and enhance client experiences. AuditDashboard 3.0 compliments a firm’s existing software, updating how professionals and their clients work together. To learn more about...…
February 26, 2019
TimeWorksPlus simplifies time tracking so you can spend less time processing payroll. As your employees log time on their tablets, mobile phones or computers—or with one of our plug-and-play time clocks—you’ll eliminate messy time sheets by dumping workfo
February 26, 2019
TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android...…
August 3, 2018
Designed by accountants, for accountants, Accountant ConnectSM is ADP’s award-winning, multi-client payroll management and analytics tool with single sign-on access to view or process client payroll data, along with timely, critical updates on regulatory, HR and payroll information. Users can also access a number of practice management tools such as the CCH Resource Library, powered...…