4 Keys to Success with Workflow Software
The most important critical success factors for implementing a workflow solution happen before you configure or use workflow software.
The most important critical success factors for implementing a workflow solution happen before you configure or use workflow software.
It is useful to separate scanning in accounting firms into two categories. One type of scanning includes individual documents or a small number of miscellaneous documents. The other type of scanning is higher volume, and depending upon firm size, more ...
Thinking Differently About Workflow & Document Manangement
Not that long ago, a new technology dramatically changed the way accounting firms and businesses of all types communicated with their clients and internally. I’m not even sure how to account for the amazing amount of time saved and the resulting increased
Doc.It has been been selected to receive a K2 Enterprises Quality Award for its full suite of document management, workflow and document storage products for accounting professionals.
Electronically Stored Information (ESI) has become critical to delivering good client service, higher realization, effective procedures or workflow, and better efficiency. Managing ESI is also critical for controlling risk. If your firm tries to work with ESI the same way you worked in paper, you can expect problems, issues and frustration. If you are working […]
888-693-6248 www.doc-it.com 2011 Overall Rating 5 Best Firm Fit: Due to the robust feature set incorporated into Doc.It to support workflow automation and scheduling, it is best suited for firms that are prepared to work towards fully automating their business processes. The benefits of doing this are greater for larger firms that typically have more […]
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.