Author Archives: Mary Wleklinski

docAssist Invited to join Information Technology Alliance

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Posted by Mary Wleklinski on March 13, 2012 – 10:35 am
Filed under Cloud Computing, collaborative technology, docAssist Partners, Document Management

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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Posted by Mary Wleklinski on November 1, 2011 – 4:40 pm
Filed under Cloud Computing, docAssist Partners, Document Management, Intacct, SaaS
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 

 

 

 

Electronic Collaboration: the “Winds of Organizational Change”

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Posted by Mary Wleklinski on July 8, 2010 – 9:31 am
Filed under Automated Workflow, Cloud Computing, collaborative technology, Document Management, electronic collaboration, online collaboration, SaaS, Workflow Management

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.

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

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Posted by Mary Wleklinski on June 21, 2010 – 1:15 pm
Filed under Cloud Computing, Document Management, Integration, News, Paperless/Document Management

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

Online Document Management: Access Anywhere

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Posted by Mary Wleklinski on June 14, 2010 – 10:15 am
Filed under Cloud Computing, Document Management, Paperless Workplace, Paperless/Document Management

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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Posted by Mary Wleklinski on June 11, 2010 – 10:11 am
Filed under Automated Workflow, Cloud Computing, Document Management, Paperless Workplace, Workflow Management

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

New Resource: Going Paperless- What to Consider?

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Posted by Mary Wleklinski on June 8, 2010 – 2:24 pm
Filed under Document Management

Going Paperless- What to Consider?
When most of us imagine a paperless office, we envision a world where everything, literally every single document, contract, invoice, spreadsheet and fax is stored somewhere in a digital format, moving seamlessly around the network and instantly available when needed. Do not be intimidated, this is this is the ideal situation in terms of productivity and cost saving but reaching this point is usually a very simple and gradual process…read the full article here.