doc it small
Doc.It®, an industry-leading provider of document management, workflow, document storage and web portal products for accounting firms, announced today the availability of DocuSign® eSignature in the Doc.It Suite and Doc.It Connect portal products.
Widely recognized as the global standard for Digital Transaction Management (DTM) and eSignature, DocuSign empowers anyone to conduct digital transactions safely and securely anytime, on any device.
“The integration of Doc.It products with DocuSign is designed to save firms hundreds of hours of administrative effort and reduce the significant cost of printing and processing traditional signatures by their clients,” said Kevin Murray, president of Doc.It Inc. “The Doc.It partnership with DocuSign aligns with our goals to help the accounting industry offer a seamless experience for their own clients, while increasing firm productivity and profitability.”
Firms already using DocuSign can implement Doc.It Suite or Doc.It Connect and use their existing DocuSign licenses from the Doc.It menu. Firms using Doc.It Suite or Doc.It Connect can add on DocuSign licenses and get the benefit of easy eSignature processing from within the Doc.It work environment.
Doc.It document management solutions are flexible and affordably priced, to suit the needs of tax accountants, CPA firms, bookkeepers and financial services organizations of all sizes, and at all stages on the digital maturity scale. Doc.It will sponsor and exhibit at AICPA Engage at the MGM Grand in Las Vegas, June 9-13, 2019.
Doc.It Suite is a full-featured workflow, document management and customizable web portal system that serves as an organizational platform for hundreds of accounting firms of all sizes. Doc.It form recognition, auto-filing, advanced search and PDF markup tools help firms boost client service, reduce data security risks, and control costs by consolidating applications.
Doc.It Connect is a secure, customizable web portal allowing firms and clients to share, sign, and manage financial statements, tax returns, invoices, and other documents. The orderly Doc.It file structure keeps everything organized and accessible by authorized users anytime, from any device.
To learn more, view a video demonstration of the DocuSign features in Doc.It.
Insightful Accountant is also presenting a product demo of Doc.It on June 25 at 2:00 p.m. Eastern Time. Cameron Downs will be discussing how firms can become more efficient and organized with the help of this document management and workflow solution. Click here for more information and to register.