Awards

Doc.It’s workflow technology was identified by the readers of CPA Practice Adviser magazine as the top workflow application for helping unite practice management, time and billing, and document management to provided optimization across firm processes.

Below is a clip from the January 2009 article written by Isaac M. O'Bannon

"Although perhaps [workflow is] a vaguely termed category that can include facets of practice management, time and billing, and document management, Workflow systems help unite many of these processes to provide optimization across firm processes. Doc.It won out with voters, followed by Office Tools Pro, while relative newcomer XCM (which won a 2008 Innovation Award) is gaining traction."