Integration

Doc.It® Suite helps accounting firms organize and manage different document types associated with the work the firm performs. Doc.It® Suite has product maturity and an agnostic approach to integration that allows firms to manage documents in their native format or as a printed PDF of the original content when it is complete (e.g., tax returns, audit, engagement, trial balance, bookkeeping, time and billing).

Integration is a critical factor impacting all firms. Firms make choices to work with a broad range of products resulting in an ecosystem based on firm size, personal preference, services offered and technologies employed by the firm. The natural mix of different products, services, and technologies is mainstream in the profession as firms of all sizes strive to manage the right balance of cost for a solution to value received from a solution.

CaseWare

CaseWare is the most common engagement software used by accounting firms worldwide. Firms that pair CaseWare with Doc.It experience improved success due to the addition of six must-have features Doc.It Suite delivers.

If you use CaseWare and are interested in increasing the performance of your practice, download this article: Significantly Enhance the Performance of Your Practice When Using CaseWare Software

CCH ProSystem fx Engagement

Most firms prefer to keep using their key software for a number of reasons. While they might like the software for the most part, there may be challenges they deal with daily, or create work-arounds for to avoid change. Firms that use CCH ProSystem fx Engagement may like the product, but also may be plagued with common issues, all of which can be resolved with the addition of Doc.It Suite.

If you use CCH ProSystem fx Engagement and are interested in learning how the integration of Doc.It Suite will make a world of difference in your firm, download this article: Enhance the Performance of CCH ProSystem fx Engagement in 5 Key Areas

Microsoft Outlook

Doc.It® Suite integrates to Microsoft Outlook allowing for simple drag and drop of email files into the Doc.It® Work Binder. The email message file and attachments appear in the Doc.It® Work Binder as separate files, which allows for simple placement of each file into its appropriate folder. Emails of files can be sent via Microsoft Outlook from the Inbox, a Doc.It® Work Binder, or from the Doc.It® Archive. This two-way integration ensures efficiency and simple control of engagement-related documents.

Tax Returns

Doc.It® Suite allows printing of tax returns directly into one’s Doc.It® Inbox. Users access the Inbox from the Doc.It® Main Dashboard and drag-and-drop files into a Doc.It® Work Binder.

Work Binder

During engagements of any type, Doc.It® Work Binder provides a single integrated location to manage and organize every document as they are collected or created. Unique software applications that calculate tax, trail balance, or bookkeeping documents may be launched from the Doc.It® Work Binder along all other documents including emails, MS Excel, MS Word and others. Documents produced by tax, trail balance, and bookkeeping applications are organized within the Doc.It® Work Binder for easy reference.

Fax

Doc.It® Suite can integrate to faxing appliances where documents appear in the Doc.It® Global Inbox, which is accessible to all Doc.It® Suite users. One can route a document from the Doc.It® Global Inbox, while providing instructions to other staff, or easily drag and drop it into a Doc.It® Work Binder.

Other Desktop Applications

Doc.It® Suite also works with all other applications used by accountants including bookkeeping, time and billing, analytic software, and more.

Questions about the integration of Doc.It with your key software or are you interested in learning what software you currently use that will no longer be needed once Doc.It is in place? Please Contact sales.