During the busy tax season, my life is now much easier and I am working in the way I want to work. From my home office, I login to my office server through a Citrix connection to review and correct tax returns with the tax preparation software viewable on one screen, while viewing all of the client's scanned documents on the other. When I finish reviewing a return, I click "print" and our accountant's copy is preserved as a PDF file in Doc.It, the government copy is queued for e-Filing, and the client copy prints on our office printer, regardless of whether I'm working from home or at the office.

Working with a Competent and Experienced DM Technology Provider

Doc.It is a competent and experienced DM technology service provider that designed the right hardware configuration for our practice. There are a variety of vendors offering paperless document management software, with only a select few including Doc.It, providing all of the features and capabilities we define as highly desirable.

The Practical Benefits of Doc.It's Paperless DM Technology

One of the many practical benefits we have experienced in using this technology includes not having to jump up from our desk to go to the shelf to find a needed file. To retrieve a file I click into our DM system to view in seconds, our client tax returns, financial statements, workpapers, correspondence, engagement letters and billings.

Examine the Hardware, Software, and People

If you have dreamed of working in the way that I have described, the successful transition to becoming a paperless practice can be a reality in your firm. I recommend contacting Doc.It and performing due diligence by examining the three major components that will be most highly impacted by your firm's paperless DM evolution: hardware, software and people.