Doc.It Releases Enhancements to Award-Winning Client Portal
Focus on Secure Collaboration between Clients and their Accountants
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:
• Client relationships:
• 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 new feature release offers the ability for accountants and clients to preview PDF and Office documents in the portal, saving the time normally required to download a document for review. Also included are enhancements to the PBC (prepared by client) feature set; a list of requested documents to support quarterly or annual tax filings, or an audit, for example, can be rolled forward to the next period, assuring that clients always know what documents are required, and the ability to view the current status of their submissions.
The portal site works seamlessly as a branded 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.
More information on the Doc.It Suite (http://www.doc-
To request a demo, pricing or more information, please contact Doc.It at 888-693-6248 (ext.1) or via email at firstname.lastname@example.org.
Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate applications to improve productivity of accounting firms, CPAs and financial restructuring firms. Our industry expertise delivers greater value, tailored services and customer-driven development. To learn more, visit www.doc-it.com.
Accounting Edge Marketing for Doc.It