Doc.It Suite

Doc.It provides the all-inclusive Doc.It Suite® of DM technology including a non-proprietary Doc.It PDF Archive. With Doc.It Suite® firms accelerate their paperless productivity and never lose control of their documents.

Doc.It Product Specification Brochure List

Efficiency, Efficiency, Efficiency…
The Doc.It Archive is our electronic version of the accountant’s paper file room. All finalized engagements and documents are “published” in PDF format to the Doc.It Archive and stored within a secure, standardized client folder structure that you define. Documents are easily retrieved in a few seconds by browsing the appropriate client folder, the same way that accountants have done for years. Excellent “librarianship” of all documents within the folder structure is maintained with our Policy Manager, also unique to Doc.It Suite®. The Policy Manager guarantees uniform naming conventions, retention period, and folder location for each document. The Doc.It Archive is one of the key aspects of Doc.It Suite® that provides a level of efficiency that cannot be achieved by products that rely solely on a hit-and-miss search mechanism for all document retrieval. However, Doc.It Suite® does include a powerful content search engine that would be used mostly for research projects or to find misfiled documents.

Virtually every other document management system stores most of its documents in their native format. The original application will be required to open these documents and may also require expensive program licenses. In some cases, an older document may not open in the current version of the application. The Doc.It Archive does not rely on any other applications to open its documents, which are all in the timeless PDF format. Our built-in PDF Previewer allows documents to be quickly viewed with a single click. There are no time-consuming and repetitive “open” and “close” operations, as are required by other systems to open the selected documents.