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Don Emery

Author

Don Emery, CPA, CA is Doc.It’s Director of Client Solutions. Doc.It provides document management, workflow and document storage products for accounting and tax firms of all sizes. Don leads the North America business development team and provides implementation consulting services to clients and assists clients with various issues. Don joined Doc.It in 2009 as an Implementation Specialist and was named Director of Client Solutions in 2012.

Blog Article
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…

Don Emery | 21/07/2023 | 15 min read
Blog Article
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…

Don Emery | | 3 min read
Blog Article
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…

Don Emery | | 2 min read
Blog Article
Securely Sharing Client Documents: Why a Portal is Essential

How does your firm exchange important financial documents with clients? Do clients send earnings statements and tax documents by regular mail, or perhaps as email attachments? In the event of assurance work, how are PBC (prepared by client) supporting documents delivered? Finally, how does your firm exchange documents that require…

Don Emery | 22/09/2021 | 5 min read
Blog Article
Why Accounting and Tax Professionals Use Web Portals

In today’s remote climate, clients expect information to be available when they need it, regardless of where they are and with no regard for your firm’s digital capabilities. To meet those demands and most importantly, to deliver or exchange documents in a secure manner, accountants and tax professionals have caught…

Don Emery | 15/09/2021 | 2 min read
Blog Article
Choosing Accounting Firm Client Portal Software

The new era of client communication and collaboration is here. Secure web-based information exchange is becoming the norm in the accounting industry. Investigating any technology solution for your business can be overwhelming. How do you know if you are asking the right questions and getting the best solution available? We…

Don Emery | 09/09/2021 | 9 min read

July, 2023

September, 2021

October, 2020

Document Management: On-Premises or Cloud?

November, 2017

ROI: The Cost of DMS and Workflow Software

October, 2017

8 Problems Impacting Successful Tax Workflow

August, 2017

6 Accounting & Bookkeeping Workflow Challenges

December, 2016

Identify areas for practice improvement before tax season

November, 2016

Tax Season Readiness: Workflow Checklist

October, 2016

Improve Workflow and Efficiency when using CCH ProSystem fx Engagement, Engagement CS, or CaseWare

September, 2016

Enhance the Performance of CCH ProSystem fx Engagement in 5 Key Areas

August, 2016

Enhance Your Accounting Practice With CaseWare

May, 2015

5 Factors To Consider During Document Archiving