docAssist Invited to join Information Technology Alliance

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March 13, 2012 – 10:35 am

Miramar, FL – March 13, 2012– Being recognized for its commitment to providing superior technology solutions to small and medium-size businesses, docAssist has joined Information Technology Alliance (ITA), a highly regarded group of top VARs, CPA Firms and technology product/service providers. This invitation has been extended due to the high level of support and service docAssist has provided businesses in their market and for their commitment to being a leader in the industry.

docAssist is an ITA Member

“The focus of ITA is to provide an independent forum for leading businesses to share information, assess the nature and direction of the profession and to accomplish their own business goals,” said Ron Eagle, president of ITA.  “By participating in ITA, docAssist has shown that they are committed to the long-term success of their organization and their clients.”

“Being an ITA member is a great way to meet and network with other leading industry firms,” said Don Lyman, CEO of docAssist. “We are always looking to better our firm’s infrastructure and operations. Having a forum to do so allows both docAssist and our customers to be more successful.”

About the ITA
The ITA is an independent, not for profit, professional association of leading firms and companies whose purpose is to share information and build relationships that improve the way its member firms, and their clients, do business. The membership roster consists of some of the most highly regarded mid-market technology professionals, consultants, and product/service providers in North America.

About docAssist
docAssist has been a market leader in cloud document management and workflow automation. Providing companies of all sizes with affordable document management and process automation tools in a completely cloud-based environment, docAssist helps them to enhance operating performance and improve transactional efficiency. docAssist helps all kinds of businesses organize, collaborate and work faster – while using the cloud to provide a low cost, low risk, and high return solution.

Press Contact
Mary Wleklinski, docAssist
mwleklinski@docassist.com

docAssist in the news…

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November 1, 2011 – 4:40 pm
Intacct Kicks Off Customer and Partner Conference with Record Quarterly Results, Surpasses 5,000 Customers
Company Announces 70% Year-over-Year New Business Growth in Q1, and New Integrations with Paychex and Microsoft Dynamics CRM

LAS VEGAS – October 27, 2011 – Intacct advantage 2011 – The unstoppable momentum of the Intacct family continues! Today, in front of a record-breaking audience at the company’s annual customer and partner conference, Intacct announced impressive customer and partner growth milestones plus record results for the company’s first fiscal quarter, ended September 30. The company also announced multiple new partnerships, headlined by a new sales, marketing and development partnership with Paychex, plus new integrations with Microsoft Dynamics CRM from LBMC Technologies and best in class cloud applications from Avectra and docAssist.

Customer and Partner Momentum
Intacct today announced that the company and its partners have already signed more than 1,000 new customers so far in 2011. More than 5,000 organizations around the world with more than 30,000 operating entities are now using the Intacct system. Intacct’s best in class applications and channel friendly business model have prompted more than 300 partners to join forces with Intacct. More than 30 of the Top 100 Value Added Reseller (VAR) and CPA firms in the United States are in attendance at Intacct Advantage 2011.

Intacct’s Strong Business Growth Continues
For its first fiscal quarter, Intacct and its partners delivered all time record results, headlined by 70% year-over-year growth in new customer business. Intacct’s focus on client success and satisfaction drove near perfect customer retention for the quarter. Existing customers also expanded their commitments to Intacct by adding new modules and deploying the system to new users in record numbers.

“Intacct continues to deliver record setting results with tremendous customer growth, an expanding army of world class partners, unprecedented customer satisfaction and unmatched product innovation,” said Robert Reid, President and CEO of Intacct. “Intacct Advantage 2011 is all about celebrating the amazing success that our customers, our partners and our firm are enjoying from the cloud computing revolution. It’s a truly exciting time to be a part of the Intacct family.”

Intacct and Paychex Integration
Intacct and Paychex, Inc. today announced a new sales, marketing, and development partnership to help small and mid-sized businesses across the United States become more effective and efficient in their finance, payroll and human resources functions. The two firms are working to further integrate Paychex outsourced payroll processing services with the Intacct cloud-based financial accounting software.

The combination of Paychex payroll and Intacct financial solutions provides tremendous value to joint clients by streamlining manual processes and data flow. Shared data solutions save time, and increase both data accuracy and visibility. Automation and access to actionable real-time data provides the competitive advantage that companies are looking for in difficult economic times.

Additional New and Expanded Partnerships
Intacct also announced several new and expanded partnerships today, including:

Avectra
Intacct and Avectra, a leading web-based Social CRM provider in the association and not-for-profit market, today announced an expanded sales, marketing, and development partnership. The expanded alliance will drive deeper integrations between Avectra and Intacct to deliver a comprehensive cloud-based Social CRM and financial management solution for trade associations, professional societies, REALTOR® associations, faith-based organizations as well as not-for-profits such as charities, cultural institutions and foundations. The partnership affords Avectra customers the opportunity to recognize additional operational efficiency throughout the organization, minimize costs and gain control of their finances by seamlessly accessing powerful financial management and accounting applications built on the robust Intacct cloud platform.

docAssist
Intacct and docAssist today announced a new partnership to streamline key financial and document management processes. Under this partnership, docAssist will integrate its document management solution with Intacct’s cloud financial management applications, enabling Intacct customers to simplify the management of key accounting processes such as accounts payable. Businesses can typically reduce operating costs more than 40% using docAssist.

LBMC Technolgies
Intacct and LBMC Technologies announced an expanded partnership whereby LBMC will integrate Intacct’s cloud financial management and accounting applications with Microsoft Dynamics CRM and Hyland OnBase. In integrating Intacct with Microsoft Dynamics CRM 2011, LBMC will connect clients’ financials with their customer relationship management tools to eliminate paperwork and the manual re-entry of data, plus streamline their order fulfillment process. Integrating OnBase’s suite of enterprise content management tools with Intacct will augment the cloud-based Intacct business and financial system with document imaging, workflow, business process automation, and compliance tools.

“One of our core beliefs at Intacct is that, for the first time, cloud computing makes it possible for companies to confidently select and cost effectively deploy the best business applications for every one of their departments,” said Daniel Druker, senior vice president of Marketing and Business Development at Intacct. “That’s why we focus on delivering the world’s best financial management and accounting system, and we’re partnering with the world’s most innovative software companies to integrate their applications with Intacct. The end result is unmatched choice and productivity for all of our mutual clients.”

Record-Breaking Attendance at Intacct Advantage 2011
Today’s announcements were made in front of a record-breaking crowd at Intacct Advantage 2011, being held this week in Las Vegas. Customer and partner registration for Intacct Advantage 2011 increased by more than 60% over last year’s event.

Intacct also welcomed 23 partners as sponsors and exhibitors for the event, including Sererra as the Platinum Level sponsor and 2C Processor USA, AICPA, Clarizen and CPA2Biz as Gold Level sponsors. Silver Level sponsors included Adaptive Planning, Aria, Avalara, Avectra, Bill.com, Capital Payments, DBSync, docAssist, LBMC Technologies, and Paychex. Other sponsors included BridgeView Software, CFO Rapid Fire, ExpenseCloud, Faye Business Systems Group, Fujitsu, InnoVergent, Intacct Forms Center and McGladrey.

About Intacct
Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct’s award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications are used by thousands of organizations from startups to public companies and are designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers offer Intacct to their clients. The Intacct system includes accounting, contract management, revenue management, project and fund accounting, inventory, purchasing, vendor management, financial consolidation and financial reporting applications, all delivered over the Internet via cloud computing.

Intacct is headquartered in San Jose, California. For more information, please visit www.intacct.com or call 877-437-7765. Connect with Intacct on LinkedIn, Facebook, Twitter or YouTube.

Media Contacts:

Peter Olson
408-878-0951
polson@intacct.com
Twitter:Intacct_Peter 

 

 

 

The cloud IS the future.

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September 27, 2011 – 2:46 pm

Friends ask me why I recently joined docAssist as CEO.  Most of my career has been spent in large companies.  docAssist is a small company, although a fast-growing one.  Why am I here, first as an investor and board member, and now as CEO?

The article below really says it all.  The cloud is the future.  At a time when companies, government, and non-profit organizations are trying to save money as well as to  improve productivity, quality, and service, the cloud provides a way to meet this challenge.  I’m now at docAssist because I believe in the cloud and of course because I believe that docAssist has a valuable cloud-based solution.

A version of this op-ed appeared in print on August 31, 2011, on page A27 of the New York Times with the headline: Tight Budget? Look to the ‘Cloud’.

Tight Budget? Look to the ‘Cloud’

By VIVEK KUNDRA

Published: August 30, 2011

Cambridge, Mass. AS the global economy struggles through a slow and painful recovery, governments around the world are wasting billions of dollars on unnecessary information technology. This problem has worsened in recent years because of what I call the “I.T. cartel.” This powerful group of private contractors encourages reliance on inefficient software and hardware that is expensive to acquire and to maintain.

In one particularly egregious example of waste, the Defense Department last year pulled the plug on a personnel system devised by Northrop Grumman after spending approximately $850 million on it in 10 years.

When I joined the Obama administration as the chief information officer, we quickly discovered vast inefficiencies in the $80 billion federal I.T. budget. We also saw an opportunity to increase productivity and save costs by embracing the “cloud computing” revolution: the shift from hardware and software that individuals, businesses and governments buy and then maintain themselves, to low-cost, maintenance-free services that are based on the Internet and run by private companies.

Read More »

Electronic Collaboration: the “Winds of Organizational Change”

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July 8, 2010 – 9:31 am

I believe that one of the most beneficial (and amazingly handy) advantages of using a document management solution is the collaboration workflow. It allows for more than one person to access and work on a document in a workflow without any worry that you will lose the most current version. Why does this help you?

A common bottleneck in most businesses begins at the file cabinet. Sure, in theory, the concept of a physical file cabinet should be efficient—that is IF people use extreme care when putting files in or taking files out. Yet, for one reason or another, employees make mistakes, get lazy, or maybe just don’t care as much as they should. Unfortunately for your business, if someone loses or misplaces a file then it could be missing for a long time.

Back to the electronic collaboration environment….

In that same scenario, using a workflow manager like docAssist, employees can work in electronic files in a very systematic way—eliminating the risk of the careless or just tired employee. Automated workflow allows for collaboration on projects because of the check in and checkout function for documents.

Think about this.. not many processes in a business are done by only one person–collaboration is necessary. There is someone who does research, collects data, enters data, approves, disapproves, makes edits, etc… information getting “lost in that paper shuffle” would not be surprising right?

With online collaboration you have instant version control when someone checks out a document. Even better is that you have the ability to grant or restrict visibility of a single document down to the user level.

And because of the check in/out process a history of changes is automatically created and you can track who made the edits. Thats a sort of audit trail for your information..

Automating collaboration and workflow maybe isn’t the first thing on a business owners list of things to do. But perhaps it should be. Just in the simple example I illustrated here it is clear that collaborating in the cloud is a no brainer–and soon to be essecntial if you want to keep up with your competition. Time equals money and automated workflow saves both. Think of the endless possibilities for all departments of your company.

This type of document management solution is much more than just handy, it is really necessary for any collaborative environment, especially when documents are highly distributed.

Securing Your Documents with docAssist

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July 7, 2010 – 8:55 am

docAssist offers many ways for organizations to secure their documents through secure content management. In today’s world documents are usually sitting in file cabinets and can be accessed by anyone.

When someone leaves some sensitive documents at their desk when they go home anyone can read them.

Do you have a thumb drive with sensitive documents that you need to review at home? If you lose that drive or leave it lying around those documents are vulnerable.

This is where the docAssist security mechanisms come into play.

Document Level Security

With docAssist you can control access to documents based on their type. For example if your finance department is using docAssist they should only be seeing documents that they need access to. By restricting access to other document types users in finance wouldn’t even know that human resources or marketing are storing documents as well. docAssist’s robust security allows you to control actions that they user can take with each document. You can restrict e-mailing, downloading, and printing of documents based on the type. Control of your business is the beauty of document management.

Cabinet & Folder Security

If an organization needs to split up documents based on departments or locations, cabinet & folder security is what they need. docAssist lets you configure easy to use cabinets and folders that can house documents for a certain department, division, or location.

This is a great fit for organizations that have multiple locations. You can easily separate all of the documents per location using email inboxes. This ensures that one location cannot see documents from another location. docAssist even allows the sharing of documents between locations if necessary. This is all easily configured from a centralized administrator dashboard.

docAssist allows you to have instant insight into all of the processes going on in your business, and it also allows you to restrict how much insight others may have. Look into content management for your business and feel secure in managing your documents.

Content management can also revolutionize your company’s workflow. See how automated workflow can help you.

Secure Document Management

Why Choose SaaS?

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June 24, 2010 – 2:05 pm

You may or may not have heard this term. Or you may or may not understand the principles of  SaaS solutions. But one thing is clear – SaaS and “the cloud” are here to stay.

So, why is SaaS a better software delivery?
Simply put–  SaaS, also called “on demand” is almost akin to when the software company rents you the software and you subscribe to their service the next 3-5 years. Because of this approach to delivering software as a service, SaaS providers are forced to be more cost-efficient and service-oriented because they get paid over time. On-demand software is delivered to your users through the Internet, which means your IT department doesn’t have to have to buy or support any software or hardware – this can save your company a lot of money. Hosted document management is one of the easiest ways to get yourself into the cloud.

What other reasons should you buy, or at least seriously evaluate SaaS?

Relationship & Loyalty. Because you rent the software, your SaaS provider has a
vested interest in keeping you happy because you will want to continue to renew your
subscription to their service. Unlike traditional on-premise software firms who sell you
their software and disappear, SaaS firms are encouraged to stay close their clients and
listen to your input.
Incremental changes & enhancements. It was not only the expense but also the
tremendous organizational disruption associated with large software upgrades that
customers really dislike about the old, traditional software model. On-demand customers
enjoy an ongoing stream of transparent upgrades, that fix bugs, add features and their
service literally evolves and enhances over time.
Less “extra” costs. Since SaaS providers host their software in their own data centers,
your company doesn’t need any IT staff involvement to support their software or
infrastructure (servers, firewalls and security) typically required to run your business
applications.
Configuration. SaaS providers offer more flexibility in the way they set up your
software. Unlike the traditional, on-premise software vendors that bring a cast of
thousands to customize and install your software, SaaS providers can set up an initial
version of your software in minutes or hours rather than in months. Then once they
understand your business needs, the software can be configured without custom
programming. This approach saves you both time and money, and leverages the best
practices on the remainder of their customer base.
“Open” Integration. In this new global economy, it will be difficult for any company
to purchase every type of business application from a single provider. Most on-demand
are developed with integration in mind, so that you can share and use the application in
conjunction with other on-demand and on-premise solutions. Doing so will enable you
to automate as many business tasks as possible, allowing you to do more with fewer
resources over time.

docAssist Nominated ‘Module of the Month’ for Integrated Management Solutions

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June 21, 2010 – 1:15 pm

MIAMI LAKES,FL – July 1, 2010- docAssist, the leading solution provider for paperless document management systems has been chosen as ‘Module of the Month’ by partner REACH-Solutions, a Microsoft Gold Certified partner offering Microsoft Dynamics business software.
As the ‘Module of the Month’ for July 2010, REACH-solutions will be promoting docAssist’s Integrated Document Management system as the compatible document management solution for its Microsoft Dynamics line of enterprise resource planning (ERP) and customer relationship management (CRM) solutions.

docAssist’s integration feature is the only document management solution with the ability to offer click-of-the-button integration with any business application—even custom systems. This feature alone saves a considerable amount of time and money to docAssist users.

“We are proud that our product has been selected by REACH-Solutions, our integration capabilities are virtually unlimited,” says Rolando Barberis, President of docAssist. “We are confident this acknowledgement will help docAssist extend our market share and help companies create paperless environments in their offices,” he continues.

This recognition is a milestone marking docAssist’s achievement as the market leader in providing the industry’s most flexible, user-friendly and affordable Integrated Document Management solution.

The company has scheduled a series of free webinars on how its solution effortlessly organizes the workplace creating an efficient document sharing, reporting and tracking process for businesses. Business owners, managers and office administrators who are interested are invited to register for free at www.docAssist.com.

About docAssist
Based in South Florida, docAssist has existing customers in over 24 countries in the world and provides integrated document management, workflow and other business process solutions in web-based environment for industries of all sizes.

For more information, visit www.docAssist or call 877-399-1100.

Press Contact
Mary Wleklinski
mwleklinski@docassist.com
305-826-2662

Integration: A necessity that doesn’t need to be painful

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June 18, 2010 – 2:36 pm

Almost all CRM and accounting solutions today are expected to integrate with each other. This not only reduces the amount of work that staff has to perform to complete transactions, it also creates integrity in that data does not need to be duplicated throughout all of the disparate systems. Now, this all is easier said than done and there are several reasons why. Integrating systems from different vendors generally becomes not a only a painful process but a costly one.

In addition, when time comes to upgrade any of those integrated systems will they continue to play communicate with each other? What costs are involved to upgrade the integration or in worst case scenarios does it have to be rewritten all together? Due to all of these factors, in a lot of cases, cost becomes the prohibitive factor in setting up or maintaining integrated systems.

docAssist has several integration technologies that redefine integration. Our technologies are “non-invasive” which means we do not require any changes or customizations to your applications. This translates into a model that requires NO upfront costs or maintenance costs to maintain the integration. The result is a solution that extends your existing systems with a robust, web-based document management solution.

There are lots of document management solutions on the market that either don’t integrate or require extensive programming and customizations to configure with your systems. Using a document management system that is not “tied” into your systems will create a “silo effect” which will cause your staff to perform twice the amount of work when indexing and searching for documents. Why would you sacrifice any of the efficiencies gained of a document management system that either does’nt integrate or is cost prohibitive to when you dont need to? If there were no barriers to integrate your systems then you would say that it becomes a necessity –but with docAssist it won’t be painful.

Online Document Management: Access Anywhere

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June 14, 2010 – 10:15 am

Online Document Management: Access Anywhere

If you’ve been studying the benefits of a paperless solution for your business, you may have already placed your company on track to take advantage.

But, one consideration that can cause a problem for many businesses is remote access to documents once they’ve been placed into an available digital solution.

A fantastic benefit that may be overlooked, having online, browser based access to
important documents can be a life saver and a critical tool in your arsenal while on the road.

It’s nearly impossible to know every single document that you might need once you need to work remotely for any reason. Murphy’s Law will kick in and naturally, the very document you need will be the one you don’t have with you. Read the full Article here.

How can doument management with docAssist help you work smarter?

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June 11, 2010 – 10:11 am

Streamline paper processes with instant online access to critical documents from within your business systems.

Store, Route & Share, any digital file with new file repository features. Manage access with version control.

Flexible workflow options let you submit, route, review, and approve documents with user defined processing rules.

Total data integration with all your windows-based business applications and even custom “home-grown” tools.

Full-text OCR for every imaged document allows for robust search options.

Complete access, security and back-up, guaranteed up-time, disaster recovery and worldwide 24/7
access!

No IT headaches, no server to maintain, no hardware to install, and no additional resources required.

Learn more about what document management can do for your company, or schedule a free custom demo