First Look Friday: Doc.It

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Doc.It is a powerful and scalable suite of document management and workflow solutions designed for accounting firms of all sizes. It can make any firm more efficient by providing the means to gather, process, store and deliver documents when and where you need them.

Doc.It is different from other document management solutions because they are focused on the accounting profession, and that means they can tailor their services and solutions to fit the specifics that accounting firms require when many other solutions just can't provide such an offering.

Because of the powerful and effective workflow created by the Doc.It document management interface, and through their main dashboard, not only does everyone have access to work tasks, but Doc.It makes integration with your preferred tax, accounting, engagement, audit and other key software simple. And because Doc.It provides a collection of tools that most accountants need like a PDF Editor, Scan and Organize software, and Web portal) as part of the Suite Subscription, you may find that your are actually saving 'big bucks' over your prior software investments.

But enough 'mambo-jumbo' about the Doc.It hype, let's take that 'first look' at some of the 'goodies' that come along with Doc.It. What better place to begin than in the 'Inbox,' which is your temporary storage location and routing utility for all printed or scanned PDFs. It's also where you make those vital connections with your other software so it will source to your Excel data, your Outlook files (like Emails and Calendar data), your Word documents, and even QuickBooks documents. The Inbox is where you will find many of those useful tools for manipulating and assembling PDFs, like the PDF Editor. With the PDF Editor, you can annotate, bookmark, merge, link pages, append, and highlight documents. You can even run an electronic calculator tape and apply hundreds of accounting-specific tick marks.

Of course you may not have an existing PDF source, that's why Doc.It Suite includes 'Scan and Organize' inclusive of OCR (optical character recognition) that works with all types of scanners. These documents are automatically AFR'd (Advanced Form Recognized) which identifies them, names and organizes an unlimited number of document types and characteristics. This helps ensure the systematic and orderly intake of documents all types, and also guarantees that documents are not only organized but are searchable by text allowing for a streamlined digital document workflow within your firm. At the same time your firm can apply 'Policy Management' to ensure uniformity across all firm documents with regard to not only naming and location but expiration and storage provisions.

Of course, what it really boils down to is 'workflow,' how you use the documents you gather, process, store and deliver, and not only you, but your fellow accounting professionals and even your clients or other authorized users working with you. That's why Doc.It's Workflow is not only intended to simply your workflows, but help ensure you never miss a deadline. You will easily assign, route or reroute work, and oversee staff workload and monitor due dates using the built-in workflow features of Doc.It.

As part of the workflow, it's often necessary to obtain information from, or exchange information with your client, and that's where Doc.It Web Portal comes into play. It gives clients not only a secure easy access to documents such as financial statements, tax returns, invoices, large bookkeeping files, and any other reports you would like to share and make available to them, but it also provides a simple way for your Clients to send files to you for processing. You can even share documents with clients and obtain signatures digitally using Doc.It's DocuSign integration.

But these days, the convenience of access is not just for the Client that is away from your office, everyone in the office needs access to work while they are away from the office as well. That's why there is Doc.It Go, the mobile App that allows Doc.It users to access their work and workflow tools from anywhere using any device. And Doc.It Cloud solutions ensures you have Doc.It everywhere you need it, when you need it.

Doc.It Workflow continues through the completion of a client engagement and the delivery of documents to the client. When an engagement is complete all related documents can be easily locked down and moved to Doc.It Archive for storage.

By the way, Doc.It is presenting an educational webinar via Insightful Accountant on June 25, 2019 at 2:00 p.m. Eastern Time. Click here to learn more or register for Optimizing Workflow and Document Management Efficiency.

No matter what stage of the workflow you are working through Doc.It is there to help you accomplish the tasks at hand, from that initial Client configuration and first document, to the most complex organization and OCR of detailed data, to obtaining E-signatures for filing purposes, and finally archiving the finished records... whether you are in the office or working from home, on your laptop or smart phone, Doc.It has you covered.

So, if you have been wanting to stick your old filing solution in the circular can under your desk and invest in a smarter way of workflow, then you need to 'docket some time' to explore Doc.It. Or join us for our 'Optimizing Workflow and Document Management Efficiency' webinar on June 25 with Doc.It right here at Insightful Accountant.