Doc.It Suite for Small Accounting and Tax Firms
Evaluating document management, workflow and document storage software tools to improve your firm’s efficiency can seem overwhelming. When researching document management, workflow and Web portal software, evaluate solutions that are specific to your profession’s needs. If any vendor engineers their software, or sells their software into multiple professional industries (e.g. Banking, Education, Legal, etc.), their product development will focus on features and functions that appease the mass market, not accounting firms specifically.
Those who use Doc.It Suite report many benefits they gain as a result of using our software, such as:
- Improved client service.
- Use of time saved to build high-value services areas.
- Improved workflow and added efficiency; pushing more work through the firm.
- Never miss a deadline.
- Control over data security.
- Enhanced email management.
- Data accessible in one place, documents are not lost.
- Reduce the number of software applications in the practice without sacrificing functionality.
- The trusted source in the event of document discovery orders or litigation.
- Easy to onboard and train new staff.
Before you begin your evaluation of document management and workflow products, identify your biggest challenges then investigate how each software vendor addresses your most pressing needs. It is very common to uncover additional document management and workflow needs as you dive deeper into the evaluation process.
What is Doc.It Suite?
Doc.It Suite is document management, workflow and document storage software designed specifically for accounting and tax professionals. We have served the profession since 2001; our software development is driven by feedback from accounting and tax professionals and accounting channel thought-leaders.
Doc.It provides Doc.It Suite software consisting of multiple modules to handle all of your document management and workflow needs. We charge a flat-fee based on the number of users in your firm.
The Doc.It team educates practitioners about Doc.It Suite by relating how Doc.It Suite works in a firm to the 4-step process in a document’s lifecycle, Gather, Process, Store, and Deliver. Our software addresses document management and workflow for each of these steps in a document’s lifecycle.
The Product – Doc.It Suite
Doc.It Suite includes many modules to help with document management and workflow throughout a document’s lifecycle. Some customers choose to use all of the modules; some choose to use only a few. The choice is yours, the low monthly fee never changes based on how many or how few modules you use.
A common reason why practitioners choose Doc.It is because they are using many different solutions (tax, bookkeeping, audit, payroll, etc.) and Doc.It Suite is the one unifying software that pulls all these disparate software programs together. Doc.It Suite makes it far more efficient to work more productively with the software you choose as the most preferred tax, bookkeeping, payroll, or other software.
Watch these brief video clips to learn more about each of the modules included in Doc.It Suite.
Access more information about each Doc.It Suite module on the Doc.It Suite Web page.
We offer several options for you to experience Doc.It Suite software at work in a firm.
Live webinar: Sign up to attend one of our live interactive webinars. Learn alongside an audience of your peers; your questions can be immediately addressed. Earn one free CPE credit.
Watch a pre-recorded Doc.It Suite demo.
Pricing for Small Accounting and Tax Firms
Doc.It Suite is priced based on a subscription model; you are charged a flat-fee based on the total number of users (subscribers) in your firm. It is quite common for accounting firms to add and remove licenses for seasonal staff or at any time. Pricing includes all modules within Doc.It Suite. You can choose to use all modules or only a few; the price remains one simple affordable flat-fee.
Doc.It believes in earning your business, therefore we do not lock you into a long-term contract. We provide award-winning customer care; we believe we will continue to earn your business because of this. You can end your Doc.It Suite subscription at any time and easily take your data with you.
Pricing for small accounting and tax firms:
Subscription fee $35/license/month
Subscription fee includes:
Support – Unlimited Phone and Email
Updates and Upgrades
Unlimited Portal client logins
Integration with other software programs
Training, implementation and license fee Contact sales for a quote
Training & Implementation for Small Firms
Our experience working with firms with 1-10 employees has revealed the most effective and least cost-prohibitive method of training through the use of online group training classes. You experience training alongside an audience of your peers who most likely have a lot of the same questions and operating procedures as you have in your firm.
Training occurs for two- to three hours per week, for six consecutive weeks. The first few training sessions teach you about customizing Doc.It Suite to work for your firm in the way you need it to work. It is this customization that makes the software most effective for your environment and users. The final training session includes a full day of staff training. Our Doc.It Suite training is led by a CPA who shares best practices with document management and workflow to ensure your customized process is as efficient as possible.
The implementation of Doc.It Suite, starting with the first training class to using Doc.It Suite in your firm for daily work, is approximately eight weeks long.
The installation of Doc.It Suite may occur on your existing server, or it may require some upgrades. We recommend sharing the system requirements document with the IT professional who oversees your existing server technology.
If you or your IT professional has questions regarding system requirements, please contact Kevin Sharma [email protected]. We are here to help you.
We also offer cloud installation and can host everything for you. Cloud-service costs vary by size of firm. Please contact us for a quote.
Download our server system requirements for small accounting firms.
We have assembled a collection of client testimonials as document management and workflow case studies. Please read these case studies and learn what other professionals, like you, have to say about their experience working with Doc.It Suite.
To ensure you have covered all of your bases in this evaluation of Doc.It Suite, please download this Buyers Checklist for small accounting firms.
Do you have a trial version?
No we do not offer a trial version. Doc.It is customized for your firms needs and we advise training before using it.
Will Doc.It work with my other software programs?
The general answer to this question is yes. Our clients use accounting, tax, time and billing, bookkeeping and other types of software from all vendors in the channel. If you would like to speak about the software applications being used in your firm, please connect with a Doc.It representative.
What happens with my “old” documents?
If you are using an existing software solution, we can convert the data and move it out of the existing solution and into Doc.It Suite for a fee.
If you are not currently using a solution or if you are paper-based or storing in Windows Explorer folders, Doc.It would not be involved in the conversion. We can suggest the best way to handle this.
Can I access documents if I work from home or offsite?
Yes, there are various methods to access your documents from anywhere.
Does Doc.It have Time & Billing (T&B) tools?
Doc.It does not have a T&B application but it does integrate with your T&B software. You can also track time spent using the Doc.It Suite Workflow module. Practitioners using our software will print invoices/statements out of their T&B software to store in Doc.It Suite.
What if I have part-time/seasonal staff?
You only need to pay for part-time staff for the limited time they are using Doc.It Suite.
Do I have to use the whole product or can I use the parts I need?
Document management is the base product, you can opt to use this module alone or add any of the additional modules at no extra charge. You cannot use the Doc.It Web portal, Workflow or PDF Editor without implementing the base document management solution.
How does your product compare to competitors products?
Competitors offer a wide variety of products and features. Vendors vary in what they charge for licenses, installation, and training and upgrades post-installation.
It is our goal to help you fully understand our “no surprises” all-inclusive subscription model price. We will help you better understand the features, function and cost of our software compared to competitors.
What happens to our data if we choose to leave Doc.It?
You can leave Doc.It anytime and easily take your data with you.
How does billing work?
Doc.It invoices quarterly.
Where are documents stored?
On your server or in the cloud.