Doc-It Suite 4.5 - What's New! IBS Sessions Part 1 and Part 2

Doc-It Suite 4.5 - What's New! IBS Sessions Part 1 and Part 2

Doc.It Suite 4.5 is now available.  Find links to the 2 Investment Builder Series video streams below.

 

Part 1

 

  •         Updated version of the PDF Editor
  •         Complete re-write of the Calculator
  •         Autofiling - print or scan documents like tax returns, client invoices, engagement letters and they are filed without user intervention
  •         Multi-Office support and separation of data when all offices are on one instance of Doc.It
  •         Client Groups for accessing Binders, Archives and searching of an affiliated group of clients vs the current single client access to data

 

Click Here for Part 1

 

Part 2

 

Doc.It's New Workflow and reporting functions:

  •         Enhanced due date rules and tracking
  •         Workflow Sub-stages
  •         Workflow groups
  •         Graphical dashboard widgets and customized dashboard report creation
  •         Standardization of document, data and reporting searches into one tool
  •         Making saved searches public
  •         Time and Billing integration - Alpha release

 

Click Here for Part 2

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