Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/123770
WHO'S WHO A D V E R T O R I A L AMONG THOSE SERVING THE TAX & ACCOUNTING PROFESSION COMPANY OVERVIEW Doc.It has established a long-standing presence in the market providing a full suite of document management products that meets the needs of frms with 2-300 users due to their leadership philosophy of customer-guided software development. Doc.It has strong financial backing and experienced leadership, which ensures long-term staying power and support for expansion throughout North America. Doc.It's leadership team, with support and guidance from their executive board, believe in strategic growth and maintaining the perpetual culture of customer care. Doc.It's 5-star award-winning Doc.It Suite, a powerful scalable full suite of document management products for accountng frms, maximizes frm efciency and efectveness as accountng professionals gather, process, store, and deliver documents. Doc.It Suite enables accountng professionals and frms to manage documents from multple sources and applicatons easily, in one comprehensive and intuitve sofware applicaton delivering the most efcient and efectve method to serve clients. MARKETS SERVED Accounting firms with 2-300 users throughout North America. PRODUCTS Work Binders provide staf and partners immediate access to all of the documents needed to complete work tasks. > Workfow Doc.It Suite is designed for logical workfow for every engagement type. Doc.It Suite automates workfow by intelligently notfying the next-in-line when a task is ready to be worked on. Doc.It's powerful Main Dashboard interface provides seamless integraton with an entre suite of tools. Stay on top of workfow using the all-new Binder Explorer to monitor due dates, route or reroute work and oversee staf workload to resolve botlenecks when they occur. > PDF Editor Doc.It's PDF Editor is used to annotate, bookmark, merge, append and highlight documents. Users can also easily run an electronic calculator tape and apply hundreds of accountng-specifc tck marks. > Document Publishing When an engagement is complete, Doc. It's publishing tool collects all documents associated with an engagement and combines them into a single fully indexed, bookmarked PDF as a complete record of the fnalized engagement. Once published, this PDF is stored in the Doc.It Archive. The Doc.It® Suite includes: > Main Dashboard Doc.It leads the industry with the most powerful and effective workfow and document management interface. With Doc.It's Main Dashboard, everyone has access to work tasks, client Work Binders, documents, the Archive, and a complete set of fully integrated tools. > Inbox The Doc.It Suite Inbox is your temporary storage locaton and routng utlity for all printed or scanned PDFs. Documents can be sent to co-workers, Doc.It Work Binders, other binder systems (i.e., CaseWare, fx Engagement) or to the secure Doc.It Archive. The Inbox contains useful utlites for quickly manipulatng and assembling PDFs. > Scan And Organize Doc.It Suite includes scan and optcal character recogniton (OCR) support for all types of scanners with built-in features to ensure the accuracy of scanned documents. As documents are gathered, Doc.It's Automatc Forms Recogniton (AFR) technology identfes, names and organizes an unlimited number of document types. > Policy Manager Doc.It's Policy Manager ensures uniformity across the frm by applying the frm's fle naming and retenton policy to all documents as they are gathered and then prepared for storage. > Work Binders The Doc.It Suite client Work Binders organize documents of all types and formats. Documents are gathered and remain in the Work Binder in their natve fle format. 32 May 2013 • www.CPAPracticeAdvisor.com > Document Archive The Doc.It Archive is where frms store fully indexed, bookmarked PDF files, independent of the engagement's originatng sofware. Easily transfer documents from the Archive to clients using the integrated Web Portal or email. Your frm retains complete control of your data, and you are free to change vendors or easily get data out if a partner leaves or if a merger or de-merger happens. > Cloud + Mobile Doc.It Suite is cloud-enabled with mobile features allowing access to work and the delivery of client documents anytme, from anywhere. Doc.It's cloud soluton ensures your frm benefts from the right-ft cloud soluton. Being cloud- and mobile-enabled provides access to conveniently browse and deliver documents while on the go from your laptop, iPad or Android tablet. > Web Portal Doc.It Suite Web Portals give clients secure easy access to documents such as fnancial statements, tax returns, invoices, large bookkeeping fles and any other reports you would like to share and make available to them. CUSTOMER SUPPORT Doc.It clients receive professional services and support during the onboarding process and aferwards. Customers are provided with pre-implementaton project planning and post-implementaton telephone and online support, in additon to free unlimited access to web-based training videos.