Howard Brown: Doc.It Does What Most Engagement Software Can't

President/CTO says to consider "professional responsibility" in choosing right paperless solution

How does Doc.It work?

Within Doc.It Suite, we have replaced the paper file room with the Doc.It Archive. We have replaced the paper document with PDFs. Every client engagement is finalized and stored as a PDF in the Doc.It Archive. Every PDF is secure, searchable, properly named, assigned a retention period and version and stored in the appropriate client folder within the Doc.It Archive.

 

This approach meets or exceeds the professional standards of the paper file room that were maintained by all accountants throughout the last century. Conversely, using engagement manager software does not meet most of these requirements.

 

What’s wrong with engagement software?

More and more firms think they can become “paperless” by locking down their documents for long-term storage within their engagement manager software.

 

The documents are not static, searchable or secure. There is no retention management, no version control, no guarantee they’ll be able to open the files in the future. It’s slow to locate and to open documents in this format. And they will probably not stand up in a court of law because of their dynamic nature. At Doc.It, we think that’s a step in the wrong direction.

 

So what can Doc.It do?

Doc.It Suite provides all the tools and the implementation support that accountants require for a comprehensive document management implementation. Doc.It Suite includes the Doc.It Archive for secure storage of the finalized static documents, Doc.It Binder for management of the work-in-process documents, Doc.It WorkFlow Manager and Doc.It Client Portal.

 

Howard Brown is president and chief technology officer at Doc.It. Visit doc-it.com.

 

SPONSORED REPORT

Keeping client information safe in an age of scams and security threats

A look at the Dirty Dozen tax scams and ways to protect taxpayer information.

TAX PRACTICE CORNER

More R&D tax help

"Can I use the R&D credit?" PATH Act enhancements make the credit more attractive to a wider range of taxpayers.

QUIZ

Learn to choose between ‘who’ and ‘whom’

Writers can stumble over who and whom (or whoever and whomever). If you write for business, this quiz can help make your copy above reproach.