How Firms Can Optimize Data Management
It is imperative accounting firms have a secure and efficient system to store and easily locate clients’ documents and information.
Doc.It
The Technology Lab Podcast – Review of Doc.It – Nov. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Doc.It, a document management, workflow and portal solution for accounting firms.
IRIS Software Group Expands Document Management Functions in Doc.It
The new update enables accountants to reap the benefits of an all-in-one platform with enhanced flexibility to deploy on premise or migrate to the cloud at their own pace.
Doc.It Connect
Doc.It Connect is a secure, customizable web portal allowing firms and clients to share, sign, and manage financial statements, tax returns, invoices, and other documents. Prepared-by-client ‘PBC’ checklists Securely encrypted file sharing with clients Integrates with DocuSign eSignature