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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 […]
Enhance the Performance of CCH ProSystem fx Engagement in 5 Key Areas
The five must-have features in document management and workflow software that make a world of difference to CCH ProSystem fx Engagement software usersTell me you’re in love your CCH ProSystem fx Engagement software and I’ll tell you the love affair will only grow stronger if you know how to enhance its performance in five key […]
Improve Workflow and Efficiency when using CCH ProSystem fx Engagement, Engagement CS, or CaseWare
Research has proven the likelihood of a firm using CCH ProSystem fx Engagement, Engagement CS, or CaseWare engagement management software (EMS) increases substantially after the firm reaches $200k in annual revenue1. As firms rise above this level of annual revenue, work and workflow is likely to increase in complexity resulting in workflow and efficiency issues. […]
Tax Season Readiness: Workflow Checklist
Tax season promises increased workload which tests the resolve of even the best-run firms. Call it ironic or perhaps even not fair; client expectations are at their highest at the time of year when your firm is saddled with maximum workload. Client satisfaction often hinges on the firm’s ability to operate and deliver tax returns […]
Identify areas for practice improvement before tax season
If workflow and efficiency are a top priority and you are interested in identifying areas where processes could be improved before tax season hits, now is the time to review four key steps in the tax work process.The first step that may be improved involves how you gather documents when they stream into the practice. After documents […]
myPay Solutions Direct Tip: Prenoting Direct Deposit for Employees
Direct deposit is a convenient, efficient way to ensure that your employees get paid in a timely and accurate manner. When first setting up the direct deposit account for your employees, you have the option to include additional security steps to help things runs smoothly.To ensure your employee’s bank account can accept direct deposit, we […]
Doc.It® Announces the New Doc.It Go Mobile App
June 12, 2017 – Las Vegas, NV and Ancaster, ON – Doc.It®, an industry-leading provider of document management, workflow and document storage products for accounting and tax firms, announces the new Doc.It Go, the mobile app engineered to work in conjunction with Doc.It Suite.Doc.It Suite product development is heavily influenced by Doc.It’s user-base. “Our goal is […]
6 Accounting & Bookkeeping Workflow Challenges
Most owners, partners, shareholders and IT professionals would agree, improving workflow and efficiency in the firm is a challenge and perhaps an ever-present goal. Moving your firm from where you are today to a more productive and profitable operation starts by identifying and resolving the catalysts that challenge workflow.In this article I explore six of […]
Help and How-To Center: Your Online Help Resource
We are pleased to announce a new resource available that will assist you with all of your payroll entry questions! You can now easily access the Help and How-To Center’s robust collection of informational topics, ranging from employee set-up to troubleshooting connectivity issues, through the myPay Solutions Direct app or the web.The Help and How-To Center is […]
How to Change Your Bank Account Information
When changing any information for your primary payroll bank account, please be aware that the following steps are needed to accommodate this change.This applies to all banks from which funds are drawn for payroll processing or fees payments.Any questions about this process? Please reach out to your payroll specialist for additional information.
Doc.It® Wins BEST NEW MOBILE APP and MARKETING COMMUNICATIONS Awards
September 19, 2017 – Las Vegas, NV and Ancaster, ON – Doc.It®, an industry-leading provider of a powerful and scalable full suite of document management, workflow, document storage and Web portal products for accounting firms, earns two awards from K2 Enterprises.In June 2017 Doc.It launched Doc.It Go, their mobile app engineered to work in conjunction with […]
