Doc.It SuiteDoc.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. 
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| Doc.It WorkFlow | |
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Doc.It Product Specifications - Workflow PDF A well-designed workflow system is the next logical step in improving efficiency and staff utilization within an accounting firm. Doc.It Suite® includes the industry’s most powerful workflow management system. Most workflow systems provide effective tracking of project tasks, but only Doc.It WorkFlow with Smart Scheduler can “intelligently” assign tasks to the most appropriate staff person. The Smart Scheduler uses a rules-based system that employs the same criteria that a management person would use in selecting staff. These criteria include the required skill, internal billing rate, availability, whether the staff member has worked on this client in the past, etc. The Smart Scheduler also uses load-balancing in assigning work, a function that would be very difficult for an individual to perform. Load-balancing will insure that all staff are properly utilized, resulting in an improved bottom line for the firm. Also included with Doc.It WorkFlow are:
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