A complete document management, archiving and workflow solution

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1 A complete document management, archiving and workflow solution Your Paperless Partner built for accountants by accountants Howard Brown President & CTO Toll Free: 888.MY.DOC.IT ( ), Direct: Hunter St., East Hamilton ON L8N 3W1 (CDN) 723 S. Casino Centre Blvd. 2nd Floor. Las Vegas NV (USA)

2 Doc.It Suite The Agenda About Doc.It the Company What is Document Management What our Clients tell us The Doc.It Philosophy and ROI Doc.It Suite Overview Demonstration Our Value Proposition Your Paperless Partner

3 About Doc.It the Company Market leader Over 8000 Users Single & Multi-Office Established 10+ year Over 265+ firms From 2 to 300 users Doc.It Offices

4 Doc.It Suite Mission Statement At Doc.It we are constantly refining the internal processes performed by accountants. We integrate their applications with our best of breed tools and proven methodology to improve efficiencies as firms move further into a digital environment.

5 Doc.It Suite Mission Statement At Doc.It we are constantly refining the internal processes performed by accountants. We integrate their applications with our best of breed tools and proven methodology to improve efficiencies as firms move further into a digital environment. it is the most comprehensive, end-to-end solution. Doc.It Suite provides the keystone to BAIWAY CLIENTDOCS - Canada s leading Managed Services product offering - integrating CaseWare, Taxprep/Profile, Microsoft and Doc.It

6 Doc.It Suite What is Document Management? efficiency, efficiency, efficiency Every document management system should include: A secure environment to guarantee document integrity Retention management of document life-cycle An integrated Search Engine A check-out / check-in system An audit trail These benefits alone can justify the cost of a document management system.

7 Doc.It Suite What is NOT Document Management? Inefficiency, Inefficiency, Inefficiency Using Caseware, CCH Fx Engagement or Windows Explorer: Document integrity may not be maintained There is no Retention management of document life-cycle There is no Search Engine There is no audit trail of transactions There is no Librarianship

8 Doc.It Suite What about Cloud Computing? Should I consider a hosted solution? When looking at cloud-based solutions, consider the following: Are you OK with your client data residing on-line? Will a cloud-based solution integrate with other software? Will I be in compliance with privacy laws in the future? Will I get good performance with large documents? Can I tolerate some internet down-time?

9 Doc.It Suite Accountants rank elements of importance from an independent survey of our clients 1. Quick retrieval of documents 2. Improving client service / answer questions immediately 3. Maintaining the integrity of client information 4. Having a system in place for disaster recovery 5. Reduce the time to complete engagements 6. Reducing time spent handling paper 7. Improving workflow between team members 8. Reducing storage costs and paper files Independent survey February 2010 By: Visionerum

10 The Doc.It Philosophy Unpublished Published Characteristics Dynamic Subject to change Static Can t change, timeless Applications Many Paper: Word, Excel, s Tax & Trial Balance applications Frequent software updates One Standard 8 1/2 X 11 Paper, white Bound Librarianship Professional Judgement Guidelines Various formats & locations Very Formal Rules Firm wide standard Colour of folders & fasteners specified Control Professional Discretion Access Control Audit Trails Concept #1 There are two distinct documents Very Tight Locked down with accountability Highest security & access control Based upon the BAIDOCUMENT FRAMEWORK Copyright BAI Bragonier & Associates Inc 1

11 The Doc.It Philosophy Unpublished Published Characteristics Dynamic Subject to change Static Can t change, timeless Applications Many Paper: Word, Excel, s Tax & Trial Balance applications Frequent software updates One Standard 8 1/2 X 11 Paper, white Bound 2 Librarianship Control Based upon the BAIDOCUMENT FRAMEWORK Copyright BAI Bragonier & Associates Inc Professional Judgement Guidelines Various formats & locations Professional Discretion Access Control Audit Trails Concept #2 To achieve a static digital document we need to publish to a new medium. Very Formal Rules Firm wide standard Colour of folders & fasteners specified Very Tight Locked down with accountability Highest security & access control 1

12 The Doc.It Philosophy Unpublished Published Characteristics Dynamic Subject to change Static Can t change, timeless Applications Many Paper: Word, Excel, s Tax & Trial Balance applications Frequent software updates One Standard 8 1/2 X 11 Paper, white Bound Librarianship Professional Judgement Guidelines Various formats & locations Very Formal Rules Firm wide standard Colour of folders & fasteners specified Control Based upon the BAIDOCUMENT FRAMEWORK Copyright BAI Bragonier & Associates Inc Professional Discretion Access Control Audit Trails Concept #3 Once an engagement has been published, the work-in-process files can be purged within two years. Very Tight Locked down with accountability Highest security & access control 1

13 Doc.It Suite Doc.It Suite Saves Time! As you work on engagements and retrieve documents Doc.It is now part of our culture. I use it, oh, about every 2 to 3 minutes!! Gordon Calder, CA 3 Unpublished Published % Time SAVINGS using Doc.It Suite Tools Doc.It Inbox Document Routing Scanning & OCR PDF Editor & Writer PDF Previewer Policy Manager Converter Auto Forms Recognition PDF Tools (combine, append, split) and others 75-95% Time SAVINGS using Doc.It s PDF Archive for retrieval versus Other DM solutions CaseWare s document manager CCH Fx Engagement Binders Windows Explorer file manager Folder-based browsing Librarianship PDF Previewer Powerful Search Engine

14 Doc.It Suite At a Glance Input Scan + OCR WIP/Data/Unpublis hed Publishing Archive Converter Office Docs Desktop Applications PDF Printer & Editor Fax Server Tax, Back Office etc Doc.It InBox WIP Managers Doc.It WIP Binder CaseWare fxengagement P o l i c y M a n a g e r Doc.It Publisher Doc.It Archive 2-Way Client Portal 5 Librarianship Retention Period Storage Location 7

15 Doc.It Best Practices For every type of work Best Practices Personal Tax Filter File Junior Acct. Scan File Admin. Prepare File Junior Acct. Review File Senior Acct. Assembl e File Admin. Signature Review Partner File E-File Admin. Bill Client Admin. Best Practices Assurance Organiz e File Junior Acct. Prepare File Junior Acct. Review File Senior Acct. Signature Review Partner File E-File Admin. Bill Client Admin. Best Practices Bookkeeping Organize + Scan File Admin. Prepare File Admin. Review File Junior Acct. Approve File Senior Acct. File Bill Client Admin. 1 Workflow Manager

16 Doc.It Suite Demonstration The Doc.It Archive The Doc.It Agent Caseware Integration Publishing a Caseware File

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50 Doc.It Value Proposition Doc.It Suite All for about $1 per day per person plus the services that insure a successful roll-out

51 Your Paperless Partner Thank You Next Steps Q&A Howard Brown President & CTO Toll Free: 888.MY.DOC.IT ( ), Direct: Hunter St., East Hamilton ON L8N 3W1 (CDN) 723 S. Casino Centre Blvd. 2nd Floor. Las Vegas NV (USA)

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