Price: Doc-It Suite, $30 per user per month. Doc-It. (888) 693-6248. www.docit.com
Estimated reading time: 0 minutes, 32 seconds
DOC.It Adds Client Portal
The new Doc.It .Net Client Portal accelerates workflow by enabling firms and clients to send and receive documents and files of any size securely. Setup of client portals is made through pre-configured folder templates and there is auto-email notification to the firm or client when files are uploaded.
The portal provides multi-company support with a single client logon and multi-office support for all business. On-site hosting offers improved security and regulatory compliance improved security and regulatory compliance and an Explorer-like interface within the web browser. Explorer-like interface within the web browser for an intuitive client experience.
Latest from The Progressive Accountant
Most Read
-
-
Jun 20 2024
-
Written by Bob Scott
Intuit is seeking members for its Partner Council with applications open through…
-
-
-
Jul 11 2024
-
Written by Bob Scott
Intuit is laying off 1,800 employees, about 10 percent of…
-
-
-
Jun 20 2024
-
Written by Bob Scott
New GenAI capabilities have been introduced for customer support in…
-
-
-
Aug 01 2024
-
Written by Bob Scott
SafeSend has introduced what it calls Next Gen Gather…
-