CCH iFirm Integrations

Kinective’s OmniConnect platform allows financial executives to truly connect to banking’s future by bridging the gap between legacy systems and modern digital services through turnkey, fintech integrations across multiple use cases including loan origination, account origination, payments, mobile applications, CRMs, and more. With over 80+ Fintech's integrated to 40+ Cores, our connectivity solutions provide true choice to transform at a chosen pace without extensive internal development resources, while being able to choose a best-of-breed versus best-of-suite transformation strategy. Even further, our connections aren’t limited to a specific subset, as our intent is to provide true choice and access with the most comprehensive connective ecosystem of use cases, channels, and cores.

Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency. Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents. Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users. There are three product options depending on your firms needs. 1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations. 2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage. 3. Doc.It Explore is the starting point for document storage. and includes the PDF editor

What is Virtual Cabinet? Virtual Cabinet is a leading global provider of digital document management solutions and electronic signature software. Virtual Cabinet helps businesses of all sizes be more profitable by having one central secure way to store, retrieve and complete work efficiently. We provide document management software you will love that is easy to use and will save you time and money. Virtual Cabinet serves over 70,000 users worldwide and is setting the standard for seamless integration between document management and all major CRM, back-office, and PM software. Where can Virtual Cabinet be deployed? Whether you are looking for desktop, private cloud, or a full cloud solution we have all the options available. At Virtual Cabinet, we have a simple suite of software solutions that work for you and any of your chosen IT environments.

Finally, there’s a professional, affordable payment solution made specifically for the accounting industry, with all the reporting tools you need for fast, easy reconciliation. Assure clients that you’re partnered with a PCI level 1 compliant, industry-leading solution, keeping their data secure. Plus, we help your firm maintain compliance too. Your clients expect a lot from you. Rely on an intuitive solution to deliver personalized, client-centric service. Streamline processes and automate time-consuming tasks so you can focus on what matters most: being great for your clients and building a successful firm. CPACharge has the features and functionality that matter most to accounting professionals like you. From multiple easy ways to get paid to reporting and reconciliation features, and top-notch data security, we’ve got you covered. With invoicing, you can easily create itemized invoices using a user-friendly time entry system without any additional software programs.