Product Information

Doc.It® Suite Overview

Making firms more efficient and effective

Doc.It® Suite is a powerful and scalable full suite of document management products for accounting firms of all sizes. Doc.It® Suite streamlines workflow as firms gather, process, store, and deliver documents. Doc.It® Suite is used by over 10,000 accountants throughout North America.

Doc.It® Suite Main Dashboard
Main Dashboard
Download PDF

Doc.It® leads the industry with the most powerful and effective workflow and document management interface. With Doc.It®'s Main Dashboard, everyone has access to work tasks, Doc.It® Suite client Work Binders, documents, the Doc.It® Archive, and a complete set of fully-integrated tools.

Web Portal
Download PDF

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.

Doc.It® Web Portal
Doc.It® Web Portal Login Screen