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
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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.

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.