Search Results for: iris
Why Do Insurers Hire Third-Party Payroll?
Running a business in the insurance industry requires dedication to sales, long-term agency growth and the well-being of your workforce. Achieving these goals can be more challenging when you are simultaneously navigating payroll taxes, regulatory changes, recordkeeping requirements, and a host of other manual, time-consuming tasks related to payroll, timekeeping, and HR. For these and […]
Data Conversion Services
Is your firm considering a move to Doc.It from another system? Doc.It will work with you every step of the way, from implementation planning, staff training, and moving your files and data from your old system to Doc.It. This guide outlines what you can expect working with our data conversion specialists to prepare you for […]
Popular Keyboard Shortcuts
Keyboard shortcuts are keys or combinations of keys that provide an alternative way to do something using just the keyboard, rather than a mouse. Following is a list of the most popular shortcuts, or ‘Hotkeys’ used in Doc.It, the Doc.It PDF Editor, and in Windows. Doc.It Hotkeys ShortcutDescriptionDeleteDelete the selected document in Doc.ItF2Rename the selected […]
What is a Document Management System?
Document management (DM), is the use of a computer system and software, often referred to as a Document Management System (DMS), to store, manage and track electronic documents. Documents may be in native digital formats, or converted from paper through the use of a digital document scanner. A document management system controls and organizes documents […]
Document Management System: What Is It & Why Is It Important?
Documents are an important part of any practice or firm. You have to manage and safely store client information, data, forms, and paperwork for each client. A document management system is a solution to help make managing all of those documents easy; helping you save time and money. Find out more about what a document […]
What is the Difference Between For-Profit and Nonprofit Businesses?
The distinctions between for-profit and nonprofit businesses may seem self-evident, but when it comes to payroll, taxes, funding, leadership structure, and human capital management, it’s essential to understand the key differences (and legal requirements) for each type of organization. Nonprofit organizations should develop a deep understanding of their tax liabilities, donation & revenue sources, organizational […]
Practice Management Solutions
CPA and accounting practice management software Ready to find out what real productivity feels like?
Document Management OLD
You need a document management system that can take care of everything So you can get work done faster and improve your bottom line Find out which solution is the best fit for your firm
Doubling Down on Practice Management Is a Safe Bet
The market is volatile; we could be on the verge of a recession, and to top it all off there’s a major labor and talent shortage. In an economy that is so risky and has the potential for such major swings, it can feel overwhelming to make a decision about what’s best for your firm. […]
Payroll Mistakes to Avoid When Growing a Small Business
As small businesses prioritize growth and providing successful products and services, sometimes pivotal HR processes like payroll fall by the wayside. Payroll is an essential business function that impacts taxes and compliance, but also affects deeper dimensions of your business and workforce: employee satisfaction, employee retention, and talent attraction. When your business’ payroll is processed […]
A Guide to Pay Transparency
Pay transparency – also known as wage or salary transparency – is the practice of openly sharing information about employee compensation across an organization. It aims to promote fairness, equality, and accountability and is vital for closing the gender pay gap, an issue organizations are being prompted to address. Pay transparency isn’t just a method […]