Jump to content

Anyone heard of Doc Man?


R. Butler

Recommended Posts

Posted

We are considering various pension document software. I have heard through the grape vine that there is a program called Doc Man that is very good. Has anyone heard of it? If so, where can I get more information about it? Is it worth the price?

Guest TrustMe401k
Posted

We have recently purchased the new version of DocMan. It is an internet version that may be accessed from anywhere at anytime instead of the software being on your actual harddrive. They are still waiting for approval on the GUST doc but everything looks like the system will work very well once the docs have been approved.

Guest michaelv
Posted

I've used Docman for a number of years. On the plus side, I like the finished product that is generated and so did my clients. The McKay Hochman support staff is tremendous as well.

On the other hand, while entering in the plan information was very user-easy, actually generating and printing the document, SPD, etc. seemed unusually cumbersome and frustrating. Although this may be due to the fact that I did the "generating" far less frequently than others, it took some time for newer employees to get the hang of it as well. However, this issue may go away with the internet version that is being released.

All in all, it's definitely worth checking out. I would not hesitate to use it.

Posted

Thank you for all of your replies. I spoke with McKay & Hochman. Docman does seem like a good program, my only concern is the cost. The maintenance fees are similar, but the initial installation fee is significantly more than the competition. Is the program that much better than Autodoc, Accudraft and the others?

Posted

Like JEHMIG, we've used DOCMAN since 1993 and we're are going with the new internet product 401kPortal. (www.401kPortal.com)

Keep in mind that DOCMAN/401kPortal, AUTODOC and the other products are just "delivery" systems for the prototype documents and forms. DOCMAN/401kPortal delivers the McKay Hochman document; AUTODOC delivers the PPD/Corbel document. Both are excellent products.

I guess I'm saying that you should consider not only the delivery vehicle but the end product also.

Archived

This topic is now archived and is closed to further replies.

×
×
  • Create New...

Important Information

Terms of Use