If these file management challenges sounds familiar…
“It takes too long to find the files we need and respond to requests.”
“Our files get accidentally overwritten, deleted, or saved in the wrong place.”
“Our file structures are inconsistent, with everyone saving documents differently.”
“We’re wasting time switching between software that doesn’t integrate.”
You need a document management system that can take care of everything
Doc.It
One centralized place to work on, share, and store all your documents.
“Doc.It speeds up file prep and has improved our bottom line. We have seen a 20% decrease in time working on a file. And admin find files at least twice as fast.”
iChannel
Manage documents, customer data, and workflows in one convenient dashboard.
“iChannel saves us about 30 minutes on every tax return that we process. That is an estimated savings of $150 on every return, which translates to $525,000 saved per year on tax returns alone.”
So you can get work done faster and improve your bottom line
“Doc.It speeds up file prep and has improved our bottom line. We have seen a 20% decrease in time working on a file. And admin find files at least twice as fast.”
“Doc.It gives management a full-picture view of engagements and increases accountability. Since implementing Doc.It, we’ve been doing three to four times more work without adding staff. We’ve grown from 600 to approximately 2000 1040s.”
