Doc.It is document management, workflow and portal for accounting firms. Clients engage us when they want to improve their level of client service, reduce data security risks, and control costs by consolidating applications. We’re unique and different because our focus on the accounting profession allows for customer influenced development and tailored services.
Thursday, January 7, 2021 Doc.It
10 Steps to True Document Management in Today’s Remote Landscape
If finding a file takes more than seven seconds, a DMS is a necessity. Have a look at this whitepaper outlining the 10 steps to a true document management system.
Monday, September 21, 2020 Doc.It
Document Management: On-Premises or Cloud?
Accountants rely on document management systems to store their information, the question is, where exactly should the information be stored? Cloud options are extremely popular in today's environment, but may not always be the best fit for you. Explore your needs before choosing a long term solution.
Tuesday, June 9, 2020 Doc.It
Resolve 3 Common Challenges in the Accounting and Tax Profession
The top two thought leaders in the accounting industry weigh in on three challenges most faced in the profession.