Doc.It

It is imperative accounting firms have a secure and efficient system to store and easily locate clients’ documents and information.

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Doc.It, a document management, workflow and portal solution for accounting firms.

The new update enables accountants to reap the benefits of an all-in-one platform with enhanced flexibility to deploy on premise or migrate to the cloud at their own pace.

Doc.It Connect is a secure, customizable web portal allowing firms and clients to share, sign, and manage financial statements, tax returns, invoices, and other documents.  Prepared-by-client ‘PBC’ checklists Securely encrypted file sharing with clients Integrates with DocuSign eSignature

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

How does your firm exchange important financial documents with clients? Do clients send bookkeeping and tax docs by regular mail, or via email? The Doc.It client portal is perfect for firms of 3 or more accountants. Download the guide to learn more.

Doc.It Connect is a secure portal site that allows accounting firms and clients to share, sign, and manage financial statements, tax returns, invoices, reports, and other documents. Firms implement the Connect portal to drastically reduce the number of hours spent on routine tasks, such as pursuing client files, transferring email attachments and chasing signatures on […]

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.