The Auto-Forms Recognition feature in Doc.It Suite 3.3 detects documents produced by software applications such as tax preparation, bookkeeping and Microsoft office and the Universal Search function enables users to search across any Binder, where data files like Word, Excel and emails are managed.

PPC’s Guide to Going Concern helps evaluate clients’ viability and protect CPAs from lawsuits by bringing together analysis and tools to help the professional identity and evaluate going concern uncertainties in accordance with professional standards.

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Accountants are far more likely to share documents online than their clients, according to an online survey conducted by YouGov survey in October and commissioned by CCH. And the gap in attitudes raising some questions for firms that want to make documents available via Internet portals.