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
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.
16,640 characters For a number of reasons, achieving the perfect balance between implementing or improving technology, and finding success in all areas related to staffing for that technology, is rare. Vendors and users can, and certainly do, work together for long-term results. However, one too many variables, combined with somewhat disparate agendas between the firms […]
1391 characters www.imaginetime.com ImagineTime, which offers practice management, CRM, due-date monitoring and time and billing systems to professional accountants, recently introduced its new Document Management system. As with the other programs the company offers, the document management program is designed specifically for professional practices. The program works as an integrated module of the core ImagineTime […]
Company Overview CPA2Biz is a subsidiary of the American Institute of Certified Public Accountants (AICPA), the national professional association of CPAs. CPA2Biz is the exclusive marketing arm for AICPA products and services — including publications, webcasts, conferences, continuing professional education and member benefits programs — for CPAs and financial professionals nationwide. www.cpa2biz.com is the leading […]
8521 characters When I start to think about where this concept of workflow software originates, it reminds me of the debate between creationism and evolution theory: When and where did it all start? Unlike DOS, Windows, iPhones, etc., for which we can pretty easily trace the roots of their origins, the source of workflow software […]
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 […]
Root1210.doc — 3392 All too often, we hear that the accounting profession is slow to change. It is true that some accountants are set in their ways … resistant to change from traditional modes of operation to a new way of doing business. Others have been labeled technology laggards. These observations aren’t completely off course. […]
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 […]
4376 characters As with many technology initiatives, implementing a document management system requires a supporting cast of characters to help make the solution complete. So we thought it would be helpful to identify a few of the accessories that can help you optimize the deployment of your DMS. You should visit these vendor’s websites to […]
SOX doesn’t have to be administrative or manual. More than 95% of Enterprises are managing SOX manually through a network of thousands of spreadsheets and shared folders resulting in redundant data and inefficiencies. SOXHUB’s single-page design will finally change the way you work by providing a solution to truly streamline SOX in a simple, effective […]
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.
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 […]
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 […]
4850 characters 800-621-6501www.cabinetng.com This is an example of a DMS solution that is designed horizontally for deployment in a variety of industry types, but the vendor focuses on the accounting firm market as a key niche. This review is on CNG-SAFE, the vendor’s enterprise DMS solution. They also offer CNG-Books, which is designed specifically to […]