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Document Management, Workflow and Document Storage products for Accounting Firms
Our software solutions make firms of all sizes more effective and efficient as they gather, process, store and deliver documents.
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Doc.It Suite integrates with tax, accounting, audit, engagement and other key software

Pairing Doc.It Suite with your preferred tax, accounting, engagement, audit and other key software results in many of the most common technology, workflow and practice management challenges being eliminated. Our powerful, scalable full suite of document management and workflow products ensures every document is easily accessible, secure and easy to share with clients. Because Doc.It Suite provides a collection of software tools accountants need (e.g. PDF Editor, Web portal, Scan and Organize software, and more) for one low subscription price, the integration of Doc.It Suite can also lead to immediate cost savings.

Featured Videos

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Doc.It Suite Overview

Many Accounting firms still use paper for most processes – this is costly and inefficient. Doc.It solves that problem with a suite of document management, storage, workflow and web portal tools.

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Workflow

Workflow and efficiency challenges accounting firms of all sizes. Doc.It Workflow provides a simple solution for the management of work processes across your entire firm.

Featured Resources

Tax Season Readiness: Gather, Process, Store and Deliver Checklist

If workflow and efficiency are a top priority this tax season, download this checklist and identify areas for improvement as you gather, process store and deliver documents.

Excel Workbook: Tax Software and Biggest Technology Challenges

Over 730 firms weigh-in on the biggest technology challenges they face. Use this Excel document to benchmark your firm based on size of firm and tax software used. This Excel spreadsheet contains information gathered from respondents in the Accounting Firm Operations and Technology Survey.

Tax Season Readiness: Workflow Checklist

Tax season promises increased workload which tests the resolve of even the best-run firms. Call it ironic or perhaps even not fair; client expectations are at their highest at the time of year when your firm is saddled with maximum workload. Test your firm’s workflow readiness with this checklist.

Featured Articles

IDENTIFY AREAS FOR PRACTICE IMPROVEMENT BEFORE TAX SEASON

IDENTIFY AREAS FOR PRACTICE IMPROVEMENT BEFORE TAX SEASON

If workflow and efficiency are a top priority and you are interested in identifying areas where processes could be improved before tax season hits, now is the time to review four key steps in the…
TAX SEASON READINESS: WORKFLOW CHECKLIST

TAX SEASON READINESS: WORKFLOW CHECKLIST

Tax season promises increased workload which tests the resolve of even the best-run firms.  Call it ironic or perhaps even not fair; client expectations are at their highest at the time of year when your…
Why a Majority of Accounting and Tax Professionals Use Web Portals

Why a Majority of Accounting and Tax Professionals Use Web Portals

According to the 3rd Annual Accounting Firm Operations and Technology Survey, Web portal use among accounting, tax and bookkeeping professionals has grown significantly, jumping from 52 percent in 2014 to over 75 percent today. With…

What our clients are saying:

Seiberlich Accountancy Corporation

With Doc.It we have two favorite aspects, one being the PDF Editor and the other is their Tech Support.

Terry Seiberlich, CPA, CGMA
Heywood Holmes & Partners

Doc.It came highly recommended. Their technical support is phenomenal.

Sean Whittemore
IT Manager
Martyn, Dooley and Partners, LLP

With Doc.It a major difference is felt when documents come into the office. The paper hits only one desk where it is scanned and becomes paperless from that point forward.

Leslie Spyropoulos, CPA,CA, LPA, CFP
Gates, Winden & Associates, P.C.

Doc.It is an easy-to-understand program. Beyond the Doc.It suite product, Doc.It delivered the system, methodology, guidance and the procedure to move from paper-based to paperless.

Eric P. Winden, CPA/PFS
Hyatt Lassaline, LLP

Today, with Doc.It, anytime clients are asking me for a document I will say, “Give me four seconds and I will have the answer for you.

Jeff Ostrow, B.Acc., CPA, CA
Assurance Partner