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3 Common Accounting and Tax Challenges
Research has revealed some of the most common challenges in this profession including workflow and efficiency, identifying opportunities for practice improvement and email management. Learn why complications in these areas arise, gain insight from research data and thought-leadership commentary. Gain a better understanding of how to resolve these challenges with the addition of document management […]
Efficiently Hire Remote Employees: Strategies for Success
If you’re thinking about expanding into the realm of remote employees, rest assured that you’re not alone. When companies were forced to go remote during the pandemic, remote working became even more commonplace and manageable. Companies have seen that a remote workforce is possible, bringing economic and health benefits to companies and their team members. […]
Hotkeys
Do more, faster. Multi-tasking is the name of the game for busy accountants. Keyboard shortcuts are keys or combinations of keys that provide an alternative way to do something using just the keyboard, rather than a mouse. Doc.It offers a list of the most popular shortcuts, or ‘Hotkeys’ used in Doc.It, the Doc.It PDF Editor, […]
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 the profession is heading. Download this infographic and benchmark your firm against national survey results featured in this easy-to-understand document.
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 resource and learn how your peers answered the following questions:
DIAGNOSTIC WORKSHEET: Accounting Data Security
Completion of this diagnostic worksheet is a first step to understanding general areas where data security risk can be mitigated within your accounting firm. Doc.It Suite clients undergo a detailed audit of processes, technology and resources to ensure your firm is insulated from risk to data security.
Diagnostic Sheet For 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 Doc.It Workflow undergo a detailed audit of processes, technology and resources to define optimal workflow by service area.
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 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 […]