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
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
How does your firm exchange important financial documents with clients? Do clients send bookkeeping and tax docs by regular mail, or via email? The Doc.It client portal is perfect for firms of 3 or more accountants. Download the guide to learn more.
Doc.It Connect is a secure portal site that allows accounting firms and clients to share, sign, and manage financial statements, tax returns, invoices, reports, and other documents. Firms implement the Connect portal to drastically reduce the number of hours spent on routine tasks, such as pursuing client files, transferring email attachments and chasing signatures on […]
Doc.It Explore is a simple and intuitive document management system for firms seeking to reduce paper-based activities and realize the benefits of digital document management. OCR/scanning document check-in/check-out Work binders keep client files organized Full featured PDF editor: annotate, bookmark, merge, link pages, append, and highlight documents in a user-friendly work area.
For three consecutive years accounting and tax professionals have identified workflow and efficiency as a leading challenge for their firms. Read the white paper to learn why forward-thinking practitioners are increasingly adopting workflow software.
The Doc.It Suite is a comprehensive document management solution for small to mid-sized firms. This solution is based on the concept of “binders”, which are reminiscent of the paper notebooks used to file engagement documentation. The Company’s software is designed to manage data associated with pending and active projects using the Work Binder module.
Doc.It wins 2013 Innovation Award.
Doc.It has released Doc.It Suite 4, the powerful scalable full suite of document management products for accounting professionals.
Because different firms need different capabilities in their document storage and management systems, we typically break tools for working with documents into five separate review categories.
Doc.It Suite(888) 693-6248www.doc-it.com From the May 2013 review of Document Management systems. Best Firm Fit Public accounting and bookkeeping firms who want a single, best-in-breed solution to gather, process, store, and deliver documents. Although the product is used in some firms with over 100 users as well as solo practitioners, the product’s features are designed […]
Doc.It announced today Mike Sabbatis has been elected to its board of directors.
From the April 2013 review of portal systems. Although our review is focused on solutions which are separate from the other applications used by an organization, there are some solutions which offer portals as an integrated add-on feature. We excluded these from our traditional review, but these tools should be considered for those who use […]
K2 Enterprises recently announced the winners of its 11th Annual K2 Enterprises Quality Awards.