Search Results for: iris
Document Management & Workflow Infographic
Being aware of and understanding trends in document management and workflow in the accounting and tax profession helps professionals like you better understand the direction the profession is heading. Download this infographic and benchmark your firm against national survey results featured in this easy-to-understand document.
Doc.It’s Book of Referrals
If document management, workflow and data security are high on your list of priorities, your peers would advise you to investigate Doc.It Suite. Download this resource and learn how your peers answered the following questions:
DIAGNOSTIC WORKSHEET: Accounting Data Security
Completion of this diagnostic worksheet is a first step to understanding general areas where data security risk can be mitigated within your accounting firm. Doc.It Suite clients undergo a detailed audit of processes, technology and resources to ensure your firm is insulated from risk to data security.
Diagnostic Sheet For Workflow Challenges
Completion of this diagnostic worksheet is a first step to understanding general areas where workflow improvements and efficiency gains can be made. Doc.It clients using Doc.It Workflow undergo a detailed audit of processes, technology and resources to define optimal workflow by service area.
Doc.It Connect Brochure
How many hours per week does your team spend pursuing client files, transferring email attachments and chasing signatures on important filings? How many client requests come in requesting copies of documents residing on your server or file room?Now you can save those hours, and offer clients a convenient option for sharing, signing and securely storing […]
Doc.It Explore Brochure
Accounting firms of all sizes are gaining efficiency and productivity by implementing document management systems.Your accounting firm or bookkeeping service could improve operations by reducing paper. But the document management system you have considered seem expensive, complex, difficult to implement, and a time sink for your team.Doc.It Explore was designed for you. Explore is a […]
Doc.It Suite Brochure
Doc.It® is an industry-leading provider of a powerful and scalable full suite of document management and workflow solutions for accounting firms of all sizes. Doc.It Suite makes firms more efficient and effective as they gather, process, store, and deliver documents.
Why Do Insurers Hire Third-Party Payroll?
Running a business in the insurance industry requires dedication to sales, long-term agency growth and the well-being of your workforce. Achieving these goals can be more challenging when you are simultaneously navigating payroll taxes, regulatory changes, recordkeeping requirements, and a host of other manual, time-consuming tasks related to payroll, timekeeping, and HR.For these and other […]
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 specialists to prepare you for […]
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 document in Doc.ItF2Rename the selected itemAlt […]
