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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 reducing paper. But the document management system you have considered seem expensive, complex, difficult to implement, and a time sink for your team. Doc.It Explore was designed for you. Explore […]
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 Suite makes firms more efficient and effective as they gather, process, store, and deliver documents.
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 […]
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. […]