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Doc.It Forms Strategic Alliance with NMGI
April 16, 2013 – Las Vegas, NV and Markham, ON – Doc.It, an industry-leading provider of a powerful and scalable full suite of document management products for accounting professionals, has formed a strategic alliance with Network Management Group Inc(NMGI). NMGI provides services with an emphasis on computer networking, infrastructure management, business continuity, and technology services for small […]
Doc.It Wins CPA Practice Advisor’s 2013 Innovation Award
June 4, 2013 – Las Vegas, NV and Markham, ON – Doc.It®, the industry-leading provider of a powerful and scalable full suite of document management products for accounting professionals, proudly announces they won the 2013 CPA Practice Advisor’s Innovation Award.To be eligible for the 2013 Innovation Award, nominated products must be either newer than two years old, or […]
Doc.It Awarded 2013 K2E Quality Award
September 19, 2013 – Las Vegas, NV and Markham, ON – Doc.It®, an industry leading provider of a powerful and scalable full suite of document management products for accounting professionals, has been recognized by K2 Enterprises (K2e) as a 2013 Quality Award winner earning the New Module award for Doc.It® Suite 4.“Doc.It® employee’s and myself appreciate this […]
Pay Dates vs. Pay Periods
Knowing when wages earned should be reported and paid can be a tricky topic. In this blog, we explain the difference between pay dates and pay periods for your employees.The difference between pay dates & pay periodsFirst, it’s important to decipher these two payroll terms: 1) pay dates and 2) pay periods. A pay date, […]
Doc.It Wins Prestigious “Quality Award” from K2 Enterprises
October 02, 2014 – Las Vegas, NV and Markham, ON – Doc.It®, an industry-leading provider of a powerful and scalable full suite of document management, workflow and document storage products for accounting professionals, wins K2 Enterprises (K2e) Quality Award.Every year the leadership team at K2e identifies select companies and presents each company with a unique quality […]
5 Key Factors that Play a Critical Role in Document Storage
Document archiving is one part of a document management system (DMS). It is what happens to individual documents and work papers when work on them is completed. Prior to the last 15 to 20 years, this was a paper publishing step. Opinions, work papers and other documents were published (printed) to paper from their proprietary […]
4 Keys to Success with Workflow Software
A workflow is a formal customized business process, a method multiple team members with differing responsibilities can use to feel confident they understand each other, agree on how work will be handled, and are able to measure and plan based on consistent results.The most important critical success factors for implementing a workflow solution happen before […]
Doc.It® Wins Two Awards from K2 Enterprises
September 09, 2015 – Las Vegas, NV and Ancaster, ON – Doc.It®, an industry-leading provider of a powerful and scalable full suite of document management, workflow and document storage products for accounting firms, has been awarded with two K2 Enterprises (K2e) Quality Awards.Every year the leadership team at K2e identifies select companies and presents their Quality […]
Top 10 Questions – Streamlining Document Management and Workflow
Over the years I have had hundreds of conversations with accounting firm partners and IT managers about the implementation of document management (DM) and workflow software. The discussions surrounding these questions are often the catalyst that starts the transition of moving your firm from where you are today to where you want to be.Let’s explore […]
Best practice tips: Employee addresses and direct deposit
Navigating a new or unfamiliar web application can be tricky.Occasionally, our payroll specialists are asked for tips on how to use the myPay Solutions’ web application. This article is the first in a series that explores the best tips and tricks for maintaining your payroll information.Employee maintenanceThe majority of our clients use our web application. […]
Tips for adding new employees
Adding new employees in myPay Solutions Direct? Follow these simple but effective data entry tips:Verify the employee’s physical address so that all applicable taxes are calculated properly.To verify an address, enter as much of the employee’s address as you know in the Lookup field (the third field), and then press TAB. The application will prompt you to […]
Significantly Enhance the Performance of Your Practice When Using CaseWare Software
The 6 must-have document management and workflow software features to take your firm from good to great with CaseWareCaseWare, the most common engagement software used by accounting firms worldwide, can be significantly enhanced to elevate productivity and its effectiveness with the integration of additional document management (DM) tools and workflow software. According to data published […]
