Paring Doc.It Suite with your preferred tax, accounting, engagement, audit and other key software results in many of the most common technology, workflow and practice management challenges being eliminated. Our powerful, scalable full suite of document management and workflow products ensures every document is easily accessible, secure and easy to share with clients. Because Doc.It Suite provides a collection of software tools accountants need (e.g. PDF Editor, Web portal, Scan and Organize software, and more) for one low subscription price, the integration of Doc.It Suite can also lead to immediate cost savings.LEARN ABOUT INTEGRATION
Many Accounting firms still use paper for most processes – this is costly and inefficient. Doc.It solves that problem with a suite of document management, storage, workflow and web portal tools.
Workflow and efficiency challenges accounting firms of all sizes. Doc.It Workflow provides a simple solution for the management of work processes across your entire firm.
If workflow and efficiency are a top priority this tax season, download this checklist and identify areas for improvement as you gather, process store and deliver documents.
Over 730 firms weigh-in on the biggest technology challenges they face. Use this Excel document to benchmark your firm based on size of firm and tax software used. This Excel spreadsheet contains information gathered from respondents in the Accounting Firm Operations and Technology Survey.
Tax season promises increased workload which tests the resolve of even the best-run firms. Call it ironic or perhaps even not fair; client expectations are at their highest at the time of year when your firm is saddled with maximum workload. Test your firm’s workflow readiness with this checklist.
According to the 3rd Annual Accounting Firm Operations and Technology Survey, Web portal use among accounting, tax and bookkeeping professionals has grown
Tax season promises increased workload which tests the resolve of even the best-run firms. Call it ironic or perhaps even not fair;
Research has proven the likelihood of a firm using CCH ProSystem fx Engagement, Engagement CS, or CaseWare engagement management software (EMS) increases
With Doc.It we have two favorite aspects, one being the PDF Editor and the other is their Tech Support.
Terry Seiberlich, CPA, CGMA,
Seiberlich Accountancy Corporation
Doc.It came highly recommended. Their technical support is phenomenal.
Sean Whittemore, IT Manager
Heywood Holmes & Partners
With Doc.It a major difference is felt when documents come into the office. The paper hits only one desk where it is scanned and becomes paperless from that point forward.
Leslie Spyropoulos, CPA,CA, LPA, CFP,
Martyn, Dooley and Partners, LLP
Doc.It is an easy-to-understand program. Beyond the Doc.It suite product, Doc.It delivered the system, methodology, guidance and the procedure to move from paper-based to paperless.
Eric P. Winden, CPA/PFS,
Gates, Winden & Associates, P.C.
Today, with Doc.It, anytime clients are asking me for a document I will say, “Give me four seconds and I will have the answer for you.
Jeff Ostrow, B.Acc., CPA, CA, Assurance Partner
Hyatt Lassaline, LLP