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Pay Dates vs. Pay Periods
Knowing when wages earned should be reported and paid can be a tricky topic. In this blog, we explain the difference between pay dates and pay periods for your employees. The difference between pay dates & pay periods First, it’s important to decipher these two payroll terms: 1) pay dates and 2) pay periods. A […]
Doc.It Wins Prestigious “Quality Award” from K2 Enterprises
October 02, 2014 – Las Vegas, NV and Markham, ON – Doc.It®, an industry-leading provider of a powerful and scalable full suite of document management, workflow and document storage products for accounting professionals, wins K2 Enterprises (K2e) Quality Award. Every year the leadership team at K2e identifies select companies and presents each company with a unique […]
5 Factors To Consider During Document Archiving
Document archiving is one part of a document management system (DMS). It is what happens to individual documents and work papers when work on them is completed. Prior to the last 15 to 20 years, this was a paper publishing step. Opinions, work papers and other documents were published (printed) to paper from their proprietary […]
4 Keys to Success with Workflow Software
A workflow is a formal customized business process, a method multiple team members with differing responsibilities can use to feel confident they understand each other, agree on how work will be handled, and are able to measure and plan based on consistent results.The most important critical success factors for implementing a workflow solution happen before […]
Doc.It® Wins Two Awards from K2 Enterprises
September 09, 2015 – Las Vegas, NV and Ancaster, ON – Doc.It®, an industry-leading provider of a powerful and scalable full suite of document management, workflow and document storage products for accounting firms, has been awarded with two K2 Enterprises (K2e) Quality Awards. Every year the leadership team at K2e identifies select companies and presents their […]
Top 10 Questions – Streamlining Document Management and Workflow
Over the years I have had hundreds of conversations with accounting firm partners and IT managers about the implementation of document management (DM) and workflow software. The discussions surrounding these questions are often the catalyst that starts the transition of moving your firm from where you are today to where you want to be. Let’s […]
Best practice tips: Employee addresses and direct deposit
Navigating a new or unfamiliar web application can be tricky.Occasionally, our payroll specialists are asked for tips on how to use the myPay Solutions’ web application. This article is the first in a series that explores the best tips and tricks for maintaining your payroll information. Employee maintenanceThe majority of our clients use our web […]
Tips for adding new employees
Adding new employees in myPay Solutions Direct? Follow these simple but effective data entry tips: Verify the employee’s physical address so that all applicable taxes are calculated properly.To verify an address, enter as much of the employee’s address as you know in the Lookup field (the third field), and then press TAB. The application will prompt you […]
Enhance Your Accounting Practice With CaseWare
The 6 must-have document management and workflow software features to take your firm from good to great with CaseWare CaseWare, the most common engagement software used by accounting firms worldwide, can be significantly enhanced to elevate productivity and its effectiveness with the integration of additional document management (DM) tools and workflow software. According to data […]
Enhance the Performance of CCH ProSystem fx Engagement in 5 Key Areas
The five must-have features in document management and workflow software that make a world of difference to CCH ProSystem fx Engagement software users Tell me you’re in love your CCH ProSystem fx Engagement software and I’ll tell you the love affair will only grow stronger if you know how to enhance its performance in five […]
Improve Workflow and Efficiency when using CCH ProSystem fx Engagement, Engagement CS, or CaseWare
Research has proven the likelihood of a firm using CCH ProSystem fx Engagement, Engagement CS, or CaseWare engagement management software (EMS) increases substantially after the firm reaches $200k in annual revenue1. As firms rise above this level of annual revenue, work and workflow is likely to increase in complexity resulting in workflow and efficiency issues. […]
Tax Season Readiness: Workflow Checklist
Tax season promises increased workload which tests the resolve of even the best-run firms. Call it ironic or perhaps even not fair; client expectations are at their highest at the time of year when your firm is saddled with maximum workload. Client satisfaction often hinges on the firm’s ability to operate and deliver tax returns […]
