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Doc.It Expands Document Management Options



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Doc.It, a provider of document management, workflow, document storage, and web portal products for accounting firms, has introduced two new software products to help accounting firms increase efficiency, reduce paper, and realize the benefits of document management and secure file sharing.

According to the company, 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, without a complex system implementation. Explore offers OCR/scanning, document check-in/check-out, and work binders to help work teams get organized fast. In addition, a PDF editor allows accounting staff to annotate, bookmark, merge, link pages, append, and highlight documents in a user-friendly work area.

The second product, Doc.It Connect, is a secure web portal designed for firms offering tax, accounting, bookkeeping, or insolvency services who want to enhance client relationships and improve productivity.  Connect allows firms and their clients to share, sign, and manage financial statements, tax returns, invoices, and other documents.  The Doc.It file structure keeps components organized and accessible by authorized users from any device. Moreover, integration with DocuSign electronic signature technology supports a streamlined and compliant signature process.

Both new products are derived from the Doc.It Suite, a workflow, document management, and portal system that serves as the backbone for hundreds of accounting firms of all sizes, many with multiple office locations, according to Kevin Murray, president of Doc.It Inc. As a result of Doc.It’s work with these firms, Murray noted, the company has learned that document management needs will depend in large part on the size of the company, the services it offers, and its business goals. Connect was designed for firms that are focused on improving speed and quality of service, and that want to work with clients and partners in a more digital and secure fashion.

Other firms see the potential productivity gains of document management, but are not interested in a large-scale implementation project, and for these firms, Doc.It. Explore helps them to reduce paper, get organized, and realize the benefits of document management.  The full featured PDF editor with accounting functionality is a solution that helps reduce the number of applications the firm needs to manage, Murray added.

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


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