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

Only Doc.It provides a set of fully automated publishing tools to be able to “publish” all documents and engagements into the Doc.It Archive. The Doc.It Publisher creates a single, fully indexed and bookmarked PDF for each finalized engagement, and supports Doc.It WIP Binders, Caseware Working Papers, and CCH FxEngagement Manager. The resulting “published” PDF is then stored in the Doc.It Archive for the appropriate retention period, as determined by the Doc.It Policy Manager. This sole PDF represents the “opinion” of the engagement. Our best practice recommends that the engagement files from Doc.It, CaseWare and CCH Engagement can now be deleted from the network storage two years after finalization. The Archive version is all that will be required.

There are those that might argue that publishing is an unnecessary step and that the engagement can be retained in the engagement management software for its lifecycle. We would suggest that engagement management software lacks adequate security, retention management and search-ability, the three hallmarks of a true document management system. However, of greater importance is how inefficient it is to retrieve documents from an engagement that may have been locked down, is compressed or requires a few minutes to be checked out from its central store. In an independent survey, our Doc.It customers have told us that fast document retrieval is by far the most important aspect of any document management system and that the Doc.It Archive alone can easily justify the investment.