Put an end to the Paper Chase with a Secure Client Portal

Put an end to the paper chase with a secure client portal

Doc.It Connect is a secure portal site that allows firms and clients to share, sign, and manage financial statements, tax returns, invoices, and other documents. 

Accounting firms who leverage technology are preparing for growth and success.  Doc.It Connect was designed to help you address 3 key challenges in that effort:

  • Profitability: Electronic document management frees up administrative and productive time spent locating and retrieving documents. A well-designed paperless system not only frees up person-hours, it can lower costs of paper, printing, postage and document storage space.
  • Attract new clients and improve client relationships: A streamlined digital workspace offers clients easy access to their files whenever they need them – not just during office hours.
  • Increased Security: Transferring documents between client and firm via mail or as email attachments invites risk of loss or theft.  With Doc.It Connect, you control access to client files.

The portal site, branded with your firm name, works seamlessly as your digital entryway for clients. An orderly file structure keeps everything organized, and accessible anytime, from any device.

Doc.It Connect features include basic document management, the secure client portal, ability to integrate Docusign eSignature.