The Pros and Cons of Offsite Data Storage
We are witnessing a paradigm shift towards cloud computing, and offsite cloud storage is making a real difference...
Document Management
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
Doc.It Suite
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
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.