Document management

Doc.It Explore and Doc.It Connect are the newest offerings from the document management and workflow software provider.

The provider of expense tracking and bookkeeping automation has added features for accounting and bookkeeping partners.

The Neat-Freak Partner Program is available to all firms and is set up to facilitate collaboration between accountants and their clients, while also providing incentives.

The new feature centralizes the storage of important supporting documentation needed for a given close or subsequent audit, but not tied to a single time period.

Two firms share their experiences with the systems that store all their sensitive information.

Survey respondents identify the solution used in their accounting firm that has the greatest impact on profitability, risk mitigation and productivity.

Hangouts Chat has been added to Google’s G Suite, along with integrated bots from Xero and Egnyte.

Identifying areas of vulnerability is the first step to addressing the cybersecurity problem.

Both firms and software providers were recognized for their use of Xero in elevating client services.

The buy adds new practice management and workflow tools to the company’s portfolio.