Don Emery – IRIS

What is a Document Management System?

Don Emery — Fri, 21 Jul 2023 13:02:54 +0000

Document management (DM), is the use of a computer system and software, often referred to as a Document Management System (DMS), to store, manage and track electronic documents. Documents may be in native digital formats, or converted from paper through the use of a digital document scanner. A document management system controls and organizes documents […]

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Popular Keyboard Shortcuts

Don Emery — Fri, 21 Jul 2023 11:59:43 +0000

Keyboard shortcuts are keys or combinations of keys that provide an alternative way to do something using just the keyboard, rather than a mouse. Following is a list of the most popular shortcuts, or ‘Hotkeys’ used in Doc.It, the Doc.It PDF Editor, and in Windows. Doc.It Hotkeys ShortcutDescriptionDeleteDelete the selected document in Doc.ItF2Rename the selected […]

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Data Conversion Services

Don Emery — Fri, 21 Jul 2023 10:26:51 +0000

Is your firm considering a move to Doc.It from another system? Doc.It will work with you every step of the way, from implementation planning, staff training, and moving your files and data from your old system to Doc.It. This guide outlines what you can expect working with our data conversion specialists to prepare you for […]

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Securely Sharing Client Documents: Why a Portal is Essential

Don Emery — Wed, 22 Sep 2021 08:13:00 +0000

How does your firm exchange important financial documents with clients? Do clients send earnings statements and tax documents by regular mail, or perhaps as email attachments? In the event of assurance work, how are PBC (prepared by client) supporting documents delivered? Finally, how does your firm exchange documents that require client signature? Tax and financial […]

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Why Accounting and Tax Professionals Use Web Portals

Don Emery — Wed, 15 Sep 2021 08:07:00 +0000

In today’s remote climate, clients expect information to be available when they need it, regardless of where they are and with no regard for your firm’s digital capabilities. To meet those demands and most importantly, to deliver or exchange documents in a secure manner, accountants and tax professionals have caught on to the value of Web […]

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Choosing Accounting Firm Client Portal Software

Don Emery — Thu, 09 Sep 2021 16:50:00 +0000

The new era of client communication and collaboration is here. Secure web-based information exchange is becoming the norm in the accounting industry. Investigating any technology solution for your business can be overwhelming. How do you know if you are asking the right questions and getting the best solution available? We created this guide to help […]

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Document Management: On-Premises or Cloud?

Don Emery — Tue, 06 Oct 2020 08:27:00 +0000

Understanding the Options for your Accounting Firm INTRODUCTION Accounting performed on computers has come a long way since the computer age began in the 1950s. While firms and clients still use desktop or laptop computers, an increasing number are using those PCs to connect with applications and storage located elsewhere. Cloud technology is driving rapid […]

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ROI: The Cost of DMS and Workflow Software

Don Emery — Fri, 17 Nov 2017 09:07:00 +0000

Firms that adopt document management systems (DMS) and workflow software do so to reduce inefficiencies including the amount of time spent on low-value tasks like document retrieval, to increase standardization in filing, naming conventions and processes and reap the rewards of efficiency gains of these new systems. However, there are firms trying to make-do with […]

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8 Problems Impacting Successful Tax Workflow

Don Emery — Sat, 21 Oct 2017 09:50:00 +0000

Tax workflow is plagued by starts and stops for a variety of very common reasons. If your firm is dealing with any of the most common problems outlined in this article that impede what could be a more successful tax workflow, now is the time to address these issues and set the stage for efficient […]

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6 Accounting & Bookkeeping Workflow Challenges

Don Emery — Thu, 10 Aug 2017 09:53:00 +0000

Most owners, partners, shareholders and IT professionals would agree, improving workflow and efficiency in the firm is a challenge and perhaps an ever-present goal. Moving your firm from where you are today to a more productive and profitable operation starts by identifying and resolving the catalysts that challenge workflow. In this article I explore six […]

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Identify areas for practice improvement before tax season

Don Emery — Sat, 10 Dec 2016 10:07:00 +0000

If workflow and efficiency are a top priority and you are interested in identifying areas where processes could be improved before tax season hits, now is the time to review four key steps in the tax work process. The first step that may be improved involves how you gather documents when they stream into the practice. After […]

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Tax Season Readiness: Workflow Checklist

Don Emery — Sat, 05 Nov 2016 08:22:00 +0000

Tax season promises increased workload which tests the resolve of even the best-run firms. Call it ironic or perhaps even not fair; client expectations are at their highest at the time of year when your firm is saddled with maximum workload. Client satisfaction often hinges on the firm’s ability to operate and deliver tax returns […]

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Improve Workflow and Efficiency when using CCH ProSystem fx Engagement, Engagement CS, or CaseWare

Don Emery — Fri, 14 Oct 2016 09:55:00 +0000

Research has proven the likelihood of a firm using CCH ProSystem fx Engagement, Engagement CS, or CaseWare engagement management software (EMS) increases substantially after the firm reaches $200k in annual revenue1. As firms rise above this level of annual revenue, work and workflow is likely to increase in complexity resulting in workflow and efficiency issues. […]

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Enhance the Performance of CCH ProSystem fx Engagement in 5 Key Areas

Don Emery — Fri, 02 Sep 2016 11:34:00 +0000

The five must-have features in document management and workflow software that make a world of difference to CCH ProSystem fx Engagement software users Tell me you’re in love your CCH ProSystem fx Engagement software and I’ll tell you the love affair will only grow stronger if you know how to enhance its performance in five […]

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Enhance Your Accounting Practice With CaseWare

Don Emery — Tue, 30 Aug 2016 08:50:00 +0000

The 6 must-have document management and workflow software features to take your firm from good to great with CaseWare CaseWare, the most common engagement software used by accounting firms worldwide, can be significantly enhanced to elevate productivity and its effectiveness with the integration of additional document management (DM) tools and workflow software. According to data […]

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5 Factors To Consider During Document Archiving

Don Emery — Thu, 21 May 2015 09:45:00 +0000

Document archiving is one part of a document management system (DMS). It is what happens to individual documents and work papers when work on them is completed. Prior to the last 15 to 20 years, this was a paper publishing step. Opinions, work papers and other documents were published (printed) to paper from their proprietary […]

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