Doc.It Overview

Doc.It, with over 8,000 users, is the leading provider of practice-wide document management and archiving solutions. Doc.It® Suite’s best-of-breed tools and best practices will improve your firm’s processes by managing the flow of documents from every source through work-in-progress and publishing to the Doc.It Archive. The Doc.It® Suite includes:

• Doc.It® Archive
• Doc.It® Binder
• Doc.It® Publisher
• Doc.It® Scan and Form Recognition
• Doc.It® PDF Editor
• Doc.It® WorkFlow Manager
• Doc.It® Client Portal
• Doc.It® Policy Manager

Why Doc.It?

Doc.It has a key differentiator! “Doc.It is the only digital document management firm to recognize unpublished versus published methodology,” stated Howard Brown, CTO, Doc.It.

Doc.It Suite® has been lauded by industry experts (add link to Dwayne’s article here) and earned industry accolades and numerous awards presented by thought-leaders, consultants, and the editorial community, including CPA Practice Advisor, Accounting Today, K2 Enterprises, and CPA Magazine, for:

• Core product functions/features
• Document workflow
• Document control
• Special features
• Dedication to going the extra mile for customers
• Customer service
• Providing the highest level of optimization across firm processes

“Doc.It has one of the best implementation methodologies for transitioning firms into a paperless environment, and is a system designed by practicing public accountants for public accounting firms.”

John Higgins, Co-founder of CPA Crossings, LLC
CPA Crossings, LLC

“Doc.It is an extremely well designed solution for accounting firms document management. Firms that are looking for a serious, dedicated document management system should add Doc.It to their short list.”

Val Steed, K2 Enterprises
K2 Enterprises