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.
Research has revealed some of the most common challenges in this profession including workflow and efficiency, identifying opportunities for practice improvement and email management. Learn why complications in these areas arise, gain insight from research data and thought-leadership commentary. Gain a better understanding of how to resolve these challenges with the addition of document management and workflow software.
Being aware of and understanding trends in technology and firm operations in the accounting and tax profession helps professionals like you better understand the direction the profession is heading. Download this infographic and benchmark your firm against national survey results featured in this easy-to-understand document.
How well your existing software handles workflow and document management directly impacts how efficiently and effectively you firm’s client service team gathers, organizes, processes, and retrieves documents to get their work done. Gain insight into document management and workflow, and take cues from thought leaders who share their knowledge. Complete the worksheet included in this White Paper to gain a better understanding of the top features and functions that will take your practice from where it is today to where you want it to be.
According to the 3rd Annual Accounting Firm Operations and Technology Survey, Web portal use among accounting, tax and bookkeeping professionals has grown
Research has proven the likelihood of a firm using CCH ProSystem fx Engagement, Engagement CS, or CaseWare engagement management software (EMS) increases
The five must-have features in document management and workflow software that make a world of difference to CCH ProSystem fx Engagement software
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