Doc.It, which makes document management, workflow, document storage applications, has issued a new release of the Doc.It portal. The updated version provides the ability to preview PDF and Office documents in the portal.

Also enhanced is the PBC (prepared by client) feature set. This is a list of requested documents to support quarterly or annual tax filings, or an audit, which can be rolled forward to the next period. Clients can ascertain which documents are required and view the current status of their submissions.

The portal site is offered as a branded digital entryway for accounting firm clients. The portal is included in the Doc.It Suite and is also available in the streamlined Doc.It Connect, a document management and portal system.

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
Last modified on Tuesday, 07 January 2020
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