Doc.It Accounting Technology Expert Don Emery to Speak on Firm-Client Communications

Doc.It, a provider of document management, workflow, storage and web portal products for accounting firms, will demonstrate its Doc.It Suite at the AICPA Engage Conference to be held at the MGM Grand in Las Vegas, June 9-13, 2019. Event attendees are invited to meet with Doc.It experts at booth #301 to learn about Doc.It solutions.

Don Emery, CPA, CA and director of client solutions at Doc.It, will speak on tools and technologies that help accounting firms assure the security of client data, improve client services and communication and save time and money. The Tech Demo presentation will take place Wednesday, June 12, at 10:45 a.m. in the Tech Demo Zone in the Engage exhibit hall. Attendees should add session ENG19TZ07 to their agendas.

Let’s Connect Up! Improve your connection to clients to deliver better services

There’s power in connecting! The “Let’s Connect Up!” demo will address the importance of secure communications with clients and share specific features of the Doc.It services:

• Web portal

• PBC lists

• Encrypted email

• E-signature software integration

“Many firms have a document management system, digital tools or workflow software. These tools improve internal productivity and indirectly impact the client’s experience with your firm,” says Don Emery. “Web portal sites are a simple and direct way to dramatically reduce the effort of exchanging information with clients, delighting them and increasing ‘stickiness’ of the client relationship with your firm. When we connect easily and securely with our clients to gather data, obtain approvals and deliver our finalized reports, client satisfaction increases and loyalty grows.”

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 won top honors in the 2018 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.