CPA Practice Advisor - 23
A D V E R T O R I A L
TAX & ACCOUNTING
TECHNOLOGY
INNOVATION
AWA R D 2 0 1 9
FINALIST
Doc.It Connect is a secure portal site
that allows accounting firms and clients
to share, sign, and manage financial
statements, tax returns, invoices, reports,
and other documents. Firms implement the
Connect portal to drastically reduce the
number of hours spent on routine tasks,
such as pursuing client files, transferring
email attachments and chasing signatures
on important filings.
Firms using Connect report that they gain
efficiency by working in a shared digital
space. They realize savings by reducing
document printing, faxing, and mailing.
Clients appreciate that they can access
documents anytime, from any web-enabled
device. The 'always on' nature matches the
way we work today, and supports timely
completion of filings and projects.
REAL-TIME COLLABORATION:
* Prepared-by-client 'PBC' checklists
simplify the task of gathering documents
for an audit or project
* Secure file sharing & encryption reduce
data security risks that are rampant with
email and paper file sharing.
* Work Binders keep client files organized
* Store any file type - accommodates any
file size or format
* Check-In/Check-Out: allows multiple
users to work on a project at the same
time.
* Retention policies & purge manager:
Set retention policies and file purge
management in compliance with
regulatory and legal requirements
* Customizable site can be branded with
the firm logo
ESIGNATURES
* Integration with DocuSign offers a fast,
fully digital way to obtain compliant
signatures.
REPORTS
* Audit trail & event log tracks file activity
* Advanced reporting helps track project
details, helping to avoid missed deadlines.
Doc.It Connect integrates with Microsoft
Office, offering a familiar, intuitive
workspace.
Video demo: http://tiny.cc/Connect
AUGUST 2019 ■
www.CPAPracticeAdvisor.com
23
http://tiny.cc/Connect
CPA Practice Advisor
Table of Contents for the Digital Edition of CPA Practice Advisor
From the Editor: Technology Will Never Be Slower Than It Is Today
Succession Planning for Small Accounting Firms
How to Improve Financial Systems for Small Business: 6 Best Tips for Managing Small Business Cash Flow
From the Trenches: Do Your Best Practice Management
2019 Innovation Awards Focus on AI and Automation
2019 Product Review: Tax Document Automation
2019 Product Review: Fixed Asset Management Systems
Apps We Love: Cities & Local Government
How to Shine as a Payroll Accontant
9 Types of Flexible Work Arrangements
3 Keys to Serving Governmental Entity Clients
4-Step Marketing Campaign to Win Municipality Clients
Resources for the Municipal Accountant
The 21st Century Accountant: Automation & The Future of Accounting
The ProAdvisor Spotlight: New Features and Enhancements in QuickBooks Online Accountant
The Millennial Advisor: Stepping Out
The Staffing & HR Advisor: Know How to Negotiate Salaries? You'll Need to Today
5 Process Trends Impacting Your Firm
The Leadership Advisor: The Human Skills Tech Can Never Replace
Bridging the Gap: Does Your Technology Meet Client Expectations?
CPA Practice Advisor - 1
CPA Practice Advisor - 2
CPA Practice Advisor - 3
CPA Practice Advisor - From the Editor: Technology Will Never Be Slower Than It Is Today
CPA Practice Advisor - Succession Planning for Small Accounting Firms
CPA Practice Advisor - How to Improve Financial Systems for Small Business: 6 Best Tips for Managing Small Business Cash Flow
CPA Practice Advisor - 7
CPA Practice Advisor - From the Trenches: Do Your Best Practice Management
CPA Practice Advisor - 9
CPA Practice Advisor - 2019 Innovation Awards Focus on AI and Automation
CPA Practice Advisor - 11
CPA Practice Advisor - 12
CPA Practice Advisor - 13
CPA Practice Advisor - 14
CPA Practice Advisor - 15
CPA Practice Advisor - 16
CPA Practice Advisor - 17
CPA Practice Advisor - 18
CPA Practice Advisor - 19
CPA Practice Advisor - 20
CPA Practice Advisor - 21
CPA Practice Advisor - 22
CPA Practice Advisor - 23
CPA Practice Advisor - 2019 Product Review: Tax Document Automation
CPA Practice Advisor - 25
CPA Practice Advisor - 26
CPA Practice Advisor - 27
CPA Practice Advisor - 2019 Product Review: Fixed Asset Management Systems
CPA Practice Advisor - 29
CPA Practice Advisor - 30
CPA Practice Advisor - Apps We Love: Cities & Local Government
CPA Practice Advisor - How to Shine as a Payroll Accontant
CPA Practice Advisor - 9 Types of Flexible Work Arrangements
CPA Practice Advisor - Resources for the Municipal Accountant
CPA Practice Advisor - 35
CPA Practice Advisor - The 21st Century Accountant: Automation & The Future of Accounting
CPA Practice Advisor - The ProAdvisor Spotlight: New Features and Enhancements in QuickBooks Online Accountant
CPA Practice Advisor - The Millennial Advisor: Stepping Out
CPA Practice Advisor - The Staffing & HR Advisor: Know How to Negotiate Salaries? You'll Need to Today
CPA Practice Advisor - 5 Process Trends Impacting Your Firm
CPA Practice Advisor - The Leadership Advisor: The Human Skills Tech Can Never Replace
CPA Practice Advisor - Bridging the Gap: Does Your Technology Meet Client Expectations?
CPA Practice Advisor - 43
CPA Practice Advisor - 44
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