Document Management System
for Accounting Firm

Evaluating document management, workflow and document storage software tools to improve your firm’s efficiency can seem overwhelming. i-ECM document management, workflow and Web portal software, is the solutions that are specific to your profession’s needs. Those who use iECM report many benefits they gain as a result of using our software, such as:

• Improved client service.
• Use of time saved to build high-value services areas.
• Improved workflow and added efficiency; pushing more work through the firm.
• Never miss a deadline.
• Control over data security.
• Data accessible in one place, documents are not lost.
• Reduce the number of software applications in the practice without sacrificing functionality.
• The trusted source in the event of document discovery orders or litigation.
• Easy to onboard and train new staff.

Before you begin your evaluation of document management products, identify your biggest challenges then investigate how each software vendor addresses your most pressing needs. It is very common to uncover additional document management needs as you dive deeper into the evaluation process.

What is iECM for Accounting Firm?

iECM is document management system designed specifically for accounting and tax professionals. We have served the profession since 2009. Our software development is driven by feedback from accounting and tax professionals and accounting channel thought-leaders.

iECM provides software consisting of multiple modules to handle all of your document management needs. We charge a flat-fee based on the number of users in your firm.

The Doc.It team educates practitioners about Doc.It Suite by relating how Doc.It Suite works in a firm to the 4-step process in a document’s lifecycle, Gather, Process, Store, and Deliver. Our software addresses document management and workflow for each of these steps in a document’s lifecycle.

iECM includes many modules to help with document management throughout a document’s lifecycle. Some customers choose to use all of the modules; some choose to use only a few. based on how many or how few modules you use.

A common reason why practitioners choose iECM is because they are using many different solutions (tax, bookkeeping, audit, payroll, etc.) and iECM is the one unifying software that pulls all these disparate software programs together. iECM Suite makes it far more efficient to work more productively with the software you choose as the most preferred tax, bookkeeping, payroll, or other software.

Pricing for Small Accounting and Tax Firms

iECM Suite is priced based on a subscription model or on premise; you are charged a flat-fee based on the total number of users (subscribers) in your firm. It is quite common for accounting firms to add and remove licenses for seasonal staff or at any time.

iECM believes in earning your business, therefore we do not lock you into a long-term contract. We provide award-winning customer care; we believe we will continue to earn your business because of this. You can end your iECM subscription at any time and easily take your data with you.

Training & Implementation for Accounting Firms

Our experience working with firms with 1-10 employees has revealed the most effective and least cost-prohibitive method of training through the use of online group training classes. You experience training alongside an audience of your peers who most likely have a lot of the same questions and operating procedures as you have in your firm.

Training occurs for two- to three hours per week, for six consecutive weeks. The first few training sessions teach you about customizing iECM to work for your firm in the way you need it to work. It is this customization that makes the software most effective for your environment and users. The final training session includes a full day of staff training. iECM training shares best practices with document management and workflow to ensure your customized process is as efficient as possible.

System Requirements

The installation of iECM may occur on your existing server, or it may require some upgrades. We recommend sharing the system requirements document with the IT professional who oversees your existing server technology.

If you or your IT professional has questions regarding system requirements, please contact at info@cachingtech.com . We are here to help you.
We also offer cloud installation and can host everything for you. Cloud-service costs vary by size of firm. Please contact us for a quote.

FAQs

Do you have a trial version?

No we do not offer a trial version. iECM is customized for your firms needs and we advise training before using it.

Will iECM work with my other software programs?

The general answer to this question is yes. Our clients use accounting, tax, time and billing, bookkeeping and other types of software from all vendors in the channel. If you would like to speak about the software applications being used in your firm, please connect with iECM representative.

What happens with my “old” documents?

If you are using an existing software solution, we can convert the data and move it out of the existing solution and into iECM for a fee. If you are not currently using a solution or if you are paper-based or storing in Windows Explorer folders, iECM can be involved file themn. We can suggest the best way to handle this.

Can I access documents if I work from home or offsite?
Yes, there are various methods to access your documents from anywhere.

Does iECM have Time & Billing (T&B) tools?

iECM does not have a T&B application but it does integrate with your T&B software. You can also track time spent using the iECM Workflow module. Practitioners using our software will print invoices/statements out of their T&B software to store in iECM .

What if I have part-time/seasonal staff?

You only need to pay for part-time staff for the limited time they are using iECM.

Do I have to use the whole product or can I use the parts I need?

Document management is the base product, you can opt to use this module alone or add any of the additional modules at no extra charge. You cannot use the iECM Web portal, Workflow or PDF Editor without implementing the base document management solution.

How does your product compare to competitors products?

Competitors offer a wide variety of products and features. Vendors vary in what they charge for licenses, installation, and training and upgrades post-installation.
It is our goal to help you fully understand our “no surprises” all-inclusive subscription model price. We will help you better understand the features, function and cost of our software compared to competitors.

What happens to our data if we choose to leave iECM?

You can leave iECM anytime and easily take your data with you.

Where are documents stored?

On your server or in the cloud.