• Enhance client service
• Workflow & efficiency
• Data Security
• Time wasted locating documents
• Consolidate software applications
• Promote Team Collaboration
Attendees identify pain points resulting in a tailored demo of a fully-integrated suite of document management and workflow products.
• Learn about common issues experienced by other firms.
• Learn how to solve common issues with document management & workflow.
• Learn how document management & workflow software integrates with your firm’s existing software (tax, accounting & bookkeeping, time & billing, etc.).
Enhance client service
Workflow & efficiency
Time wasted locating documents
Consolidate software applications
Who should attend?Accounting firms looking to improve their practice
Doc.It is the answer to document management, workflow, and portal for accounting firms. We create solutions to improve data security, enhance client services, and consolidate applications. Our industry expertise delivers greater value, tailored services, and customer-driven development.