Doc.It Explore

Doc.It Explore is a simple and intuitive document management system for firms seeking to reduce paper-based activities and realize the benefits of digital document management.

OCR/scanning
document check-in/check-out
Work binders keep client files organized
Full featured PDF editor: annotate, bookmark, merge, link pages, append, and highlight documents in a user-friendly work area.

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Technology February 8, 2026

Thomson Reuters Adds ‘Audit’ to Professional Product Name

Thomson Reuters Tax & Accounting, the arm of Thomson Reuters that is one of the world’s largest technology solution providers to accounting, tax and audit professionals, has changed its name to reflect the numerous audit-focused systems the company offers. The brand is now called Thomson Reuters Tax, Audit & Accounting. Elizabeth Beastrom, president of the...…

Isaac M. O'Bannon

Firm Management February 6, 2026

Wipfli Partners with The Caddie Network

Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.

Taxes February 6, 2026

IRS Issues Proposed Rules on Clean Fuel Tax Credit

The Treasury Department and the IRS released proposed regulations Feb. 3 on the clean fuel production credit under the One Big Beautiful Bill Act.

Jason Bramwell

Taxes February 6, 2026

IRS Says Tax Relief Available for Those Affected by Severe Storms in Montana

The IRS this week announced tax relief for individuals and businesses in Montana affected by severe wind storms and flooding that occurred the second and third weeks of December 2025.

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