Our software leads the profession as a powerful, scalable full suite of document management products for accounting firms of all sizes. Doc.It Suite ensures every document and file will be at your fingertips whenever you need it. Doc.It’s professional installation, training, and support results in a comprehensive management strategy and firm-wide standardization.ABOUT DOC.IT
Many Accounting firms still use paper for most processes – this is costly and inefficient. Doc.It solves that problem with a suite of document management, storage, workflow and web portal tools.
Workflow and efficiency challenges accounting firms of all sizes. Doc.It Workflow provides a simple solution for the management of work processes across your entire firm.
Being aware of and understanding trends in document management and workflow in the accounting and tax profession helps professionals like you better understand the direction the profession is heading. Download this infographic and benchmark your firm against national survey results featured in this easy-to-understand document.
How well your existing software handles workflow and document management directly impacts how efficiently and effectively you firm’s client service team gathers, organizes, processes, and retrieves documents to get their work done. Gain insight into document management and workflow, and take cues from thought leaders who share their knowledge. Complete the worksheet included in this White Paper to gain a better understanding of the top features and functions that will take your practice from where it is today to where you want it to be.
Our 2nd Annual eBook lends fresh insight into the inner-workings of professional accounting firms of all sizes. In this eBook you will hear directly from your peers as they relate stories of productivity, profitability and the mitigation of risk. Whether you are paper-based, paperless or somewhere in between, learning how today’s practitioners are overcoming the challenges that can plague a practice direct from practitioners like you makes this eBook a must-read.
By Chuck Wilson Over the years I have had hundreds of conversations with accounting firm partners and IT managers about the implementation
With document archiving liability is a very important factor, albeit only one of many. Security, ease of retrieval and sharing, file type, sharing and purging of files when they reach their expiration are additional key factors impacted by how your practice handles document archiving…
Workflow has fast become accounting professionals leading challenge in managing the practice. It is understandable why accountants are feeling the pain of workflow…
With Doc.It we have two favorite aspects, one being the PDF Editor and the other is their Tech Support.
Terry Seiberlich, CPA, CGMA,
Seiberlich Accountancy Corporation
Doc.It came highly recommended. Their technical support is phenomenal.
Sean Whittemore, IT Manager
Heywood Holmes & Partners
With Doc.It a major difference is felt when documents come into the office. The paper hits only one desk where it is scanned and becomes paperless from that point forward.
Leslie Spyropoulos, CPA,CA, LPA, CFP,
Martyn, Dooley and Partners, LLP
Doc.It is an easy-to-understand program. Beyond the Doc.It suite product, Doc.It delivered the system, methodology, guidance and the procedure to move from paper-based to paperless.
Eric P. Winden, CPA/PFS,
Gates, Winden & Associates, P.C.
Today, with Doc.It, anytime clients are asking me for a document I will say, “Give me four seconds and I will have the answer for you.
Jeff Ostrow, B.Acc., CPA, CA, Assurance Partner
Hyatt Lassaline, LLP