Guides

Our guides cover a wide range of topics; there's something to benefit every business.

27 Guides

IRIS Outsourcing: Solving the accounting skills crunch

Practical strategies and real-life examples for recruitment, retention and using outsourcing and automation as alternative solutions. Outsourcing is no longer a dirty word. It is…

frictionless office environment

Creating a Frictionless Environment in Your Firm

As a leader in your firm, you understand the importance of investing in growth. Whether you're a small boutique firm or a larger, established operation,…

choosing a client portal for your accounting firm

Doc.It Suite Brochure

Doc.It® is an industry-leading provider of a powerful and scalable full suite of document management and workflow solutions for accounting firms of all sizes. Doc.It…

choosing a client portal for your accounting firm

Doc.It Explore Brochure

Accounting firms of all sizes are gaining efficiency and productivity by implementing document management systems. Your accounting firm or bookkeeping service could improve operations by…

choosing a client portal for your accounting firm

Doc.It Connect Brochure

How many hours per week does your team spend pursuing client files, transferring email attachments and chasing signatures on important filings? How many client requests…

DIAGNOSTIC WORKSHEET: General Matters Causing Workflow Challenges

Completion of this diagnostic worksheet is a first step to understanding general areas where workflow improvements and efficiency gains can be made. Doc.It clients using…

DIAGNOSTIC WORKSHEET: General Practices Risking Data Security

Completion of this diagnostic worksheet is a first step to understanding general areas where risk can be mitigated. Doc.It Suite clients undergo a detailed audit…

Doc.It’s Book of Referrals

If document management, workflow and data security are high on your list of priorities, your peers would advise you to investigate Doc.It Suite. Download this…

Document Management & Workflow Infographic

Being aware of and understanding trends in document management and workflow in the accounting and tax profession helps professionals like you better understand the direction…

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