Doc.It Connect Brochure

choosing a client portal for your accounting firm

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 come in requesting copies of documents residing on your server or file room?

Now you can save those hours, and offer clients a convenient option for sharing, signing and securely storing documents. 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. Gain efficiency with an integrated digital workspace for non-trial balance work. Connect provides Work Binders, an engagement facility, that keeps everything organized as you work on and review client assignments. Documents are accessible anytime, from any device. Integration with industry-leading Docusign eSignature assures a streamlined, compliant signature process.

Grow in your role as trusted advisor by creating a branded storehouse of documents, checklists and client educational content in a private shared site that enhances clients’ experience and perception of your firm.