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:
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.