Doc.It®, an industry-leading provider of a powerful, scalable full suite of document management, workflow, document storage and web portal products for accounting firms, has announced that the company’s client portal solution was recognized for “Cloud ease of use” by K2 Enterprises.
The K2 Quality Awards, now in their 18th year, are a highly respected, long-standing award program in the accounting industry. In 2018 Doc.It received the K2 Prime Award for overall innovation and leadership and was named a category winner for the Best Overall Mobile Strategy.
We are proud to be recognized by K2 this year, particularly with an award that highlights ease of use for the Doc.It portal,” says Kevin Murray, president of Doc.It. “At Doc.It we focus closely on collaborating with clients to help us understand the needs and challenges facing CPA firms, and we tailor our software and services to enhance data security, consolidate applications and improve firm productivity. The K2 Quality Awards truly represent the voice of the accounting industry, so this honor is a direct reflection of our commitment to the success of accounting firms that rely on Doc.It.”
The Doc.It portal is a secure web-based gateway that allows firms and clients to share, sign and manage financial statements, tax returns, invoices and other documents. The Doc.It portal was designed to help firms address three key challenges:
- Profitability: Electronic document management frees up administrative and productive time spent locating and retrieving documents. The Doc.It portal not only frees up person-hours, it can lower costs of paper, printing, postage and document storage space.
- Client relationships: A streamlined digital workspace offers clients easy access to their files whenever they need them – not just during office hours.
- Increased security: Transferring documents between client and firm as email attachments invites risk of loss or theft. With the Doc.It portal, client files are securely transmitted.
The portal site, branded with the firm name, works seamlessly as a digital entryway for accounting firm clients. The Doc.It portal is included in the full Doc.It Suite of document management and workflow tools. It is also available in Doc.It Connect, a streamlined document management and portal solution.
K2 Enterprises is a Hammond, Louisiana-based organization that provides continuing education services to the accounting profession and marketing consulting services to technology providers in the accounting market. K2 Enterprises delivers approximately 700 educational programs to over 30,000 professional accountants on an annual basis throughout the United States and Canada. More information can be found on the Doc.It® website.