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Free White Paper:

Selecting Document Management and Workflow Technology

Explore document management and workflow challenges being expressed by today’s accounting practitioners. Learn from accounting industry thought-leaders who weigh-in on the top 20 questions to ask a software vendor when investigating document management and workflow software.

2014 Doc.IT White Paper Cover



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We investigated DM systems from six major vendors, and chose Doc.It because their technology had the most flexibility and adaptability for our firm.

Rick Stuart, CPA, CFP
Bollenback & Forret, P.A., CPAs

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