What Doc.It® Suite users are saying:


 

  • Bollengack & Forret, P.A., CPAs

    We investigated document management software from six major vendors and chose Doc.It because their technology had the most flexibility and adaptability for our firm.

    Rick Stuart, CPA, CFP,
    Bollenback & Forret, P.A., CPAs

  • KD Beausoleil Certified General Accountants

    We have had Doc.It Suite in our firm through one busy season, it was absolutely perfect. The efficiencies are even better than I thought they would be.

    Kevin Beausoleil, CGA,
    KD Beausoleil Certified General Accountants

  • Joseph P. Handy, CPA, PLC

    Doc.It Suite is not just another desktop application for us; we embrace it as the platform we practice accounting on. Doc.It is the first application we open every day and the last one to close.

    Joseph P. Handy, CPA, PLC,

  • Grooms & Harkins, P.C.

    Doc.It’s impact to our firm’s productivity was felt last tax season. Because of a tax firm acquisition, we added 125 tax returns – which was a 15 percent increase to our firm – we managed this increase in volume without having to add staff.

    Chuck Harkins, CPA,
    Grooms & Harkins, P.C.

  • Woodman White Olsen & Co. LLP

    The time I spend reviewing a file has decreased because all of the documents I need to access are always right there, properly referenced. While the use of Doc.It has improved staff productivity, my productivity has also gotten dramatically better.

    Ian Woodman, CGA,
    Woodman White Olsen & Co. LLP

Explore Doc.It Suite®

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Document Management and Workflow Software for Accountants

Many accounting firms still use paper for most processes – this is costly and inefficient. Doc.It Suite solves that problem with a suite of document management, storage, workflow and Web portal tools.

Doc.It® Suite integrates with many popular accounting applications, and is available as a monthly subscription service, with technical support, and training.

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Doc.It Suite® Features

  • CLOUD + MOBILE

    Doc.It Suite is cloud-enabled with mobile features allowing access to work and the delivery of client documents anytime, from anywhere. Being cloud- and mobile-enabled provides access to conveniently browse and deliver documents while on the go from your laptop, iPad, or Android tablet.
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  • DOCUMENT ARCHIVE

    Doc.It Archive stores fully-indexed, bookmarked PDF files with retention policies, independent of the engagement’s originating software. Easily send a copy of any document from the Doc.It Archive to clients using the integrated Doc.It Web Portal or email, or migrate your data for any reason.
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  • DOCUMENT PUBLISHING

    When an engagement is complete, Doc.It’s publishing tool makes a PDF snapshot of all documents associated with an engagement and combines them into a single fully-indexed, bookmarked PDF as a complete record of the finalized engagement. Published PDFs are managed in the Doc.It Archive.
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  • doc suite inbox

    INBOX

    The Doc.It Inbox is used for temporary storage and routing of all documents in their original format (e.g. PDF, Excel, Outlook. etc.). Documents can be sent to co-workers, Doc.It ® Work Binders, other binder systems (i.e., CaseWare, fx Engagement) or to the secure Doc.It Archive.
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  • PDF EDITOR

    Doc.It’s PDF Editor is used to annotate, bookmark, merge, link pages, append, and highlight documents. Users can also easily run an electronic calculator tape and apply hundreds of accounting-specific tick marks.
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  • POLICY MANAGER

    Doc.It’s Policy Manager ensures uniformity across the firm by applying the firm’s file naming and location policy to all documents as they are gathered and then prepared for storage.
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  • REPORTS

    Doc.It Suite has easy-to-use custom report generators for the management and export of data to the user’s monitor, Excel or .CSV file. Customized reports can be saved and reused in the future.
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  • SCAN & ORGANIZE

    Doc.It Suite includes scan and optical character recognition (OCR) support for all types of scanners with built-in features to ensure the accuracy of scanned documents. As documents are gathered, Doc.It’s Advanced Forms Recognition (AFR) technology identifies, names, and organizes an unlimited number of document types.
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  • SEARCH

    Browsing Doc.It Work Binders and Doc.It Archive is the quickest way to find documents. In instances where multiple documents must be reviewed, users enter specific words or key phrases and Doc.It is search instantly reveals the most reasonable selection of documents for review.
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  • WEB PORTAL

    Doc.It Web Portals give clients secure easy access to documents such as financial statements, tax returns, invoices, large bookkeeping files, and any other reports you would like to share and make available to them. Clients can also send files to you for processing.
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  • WORK BINDERS

    Doc.It Work Binders organize documents of all types and formats. Documents are gathered and launched from within the Doc.It Work Binder in their native file format. Doc.It Work Binders provide staff and partners immediate access to all of the documents needed to complete work tasks.
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  • WORKFLOW

    Doc.It workflow is used for every engagement type. Doc.It’s workflow is used to monitor due dates, route or reroute work, and oversee staff workload to identify issues before they occur. Doc.It’s workflow shows the status of a document or binder which informs the next-in-line a task was completed.
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