Press Releases

Doc.It Accounting and Document Management Expert Don Emery to Speak on the Risks of Exposing Client Data

Doc.It to Sponsor AICPA Engage Event, June 9-14, 2018

Las Vegas – June 7, 2018 – Doc.It®, an industry-leading provider of a powerful, scalable full suite of document management, workflow, document storage and web portal products for accounting firms, announced today that the company will demonstrate its Doc.It Suite at the AICPA Engage conference in Las Vegas, June 9-14, 2018. Event attendees are invited to meet with Doc.It experts at Booth #401 to learn about Doc.It solutions.

Don Emery, CPA, CA and director of client solutions at Doc.It, will speak on data security, a topic of critical importance to accounting firms today. The presentation will take place Tuesday, June 12, at 6:15 p.m. in the Tech Demo Zone, next to the AICPA Pavilion in the Engage exhibit hall.

“I Exposed My Client!” is an educational discussion on the common data security risks that threaten the viability of accounting firms: cyberattacks, data breaches and the human errors and inefficiencies that increase the risk of damage or loss. The talk will include a demonstration of methods to assure secure transfer, management, archiving and retention, helping firms improve their capabilities in protecting clients’ confidential and sensitive data.

Doc.It Suite provides document management, storage, workflow and web portal tools that enable accounting firms to work more efficiently, reduce paper and manual processes and provide higher levels of support to their clients. Doc.It Suite integrates with many popular accounting applications and is available as a monthly subscription service with technical support and training.

Doc.It recently won top honors in the Accounting Firm Operations and Technology (AFOT) Survey. Doc.It Suite was named the best productivity solution for small accounting firms and also the leader in risk mitigation among firms with 51-100 employees.

In January 2018, Doc.It won a five-star review from CPA Practice Advisor, a publication providing valuable news, awards and technology reviews for more than 80,000 professionals.

More information on the Doc.It Suite can be found at http://www.doc-it.com/products/doc-it-suite/.

To request a demo, pricing or for more information, please contact Doc.It at 888-693-6248 (ext. 1), info@doc-it.com or www.doc-it.com.

About Doc.It

Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate applications to improve productivity of accounting firms, CPAs and financial restructuring firms. Our industry expertise delivers greater value, tailored services and customer-driven development. To learn more, visit www.doc-it.com.