Document management, workflow and portal solution with integrations for accountants and tax professionals
Our software integrates with tax, accounting, audit, engagement and other key software applications
DOC.IT SOFTWARE APPLICATIONS
Secure web portal with integrated digital workspace for accountants and tax professionals
MOBILE APP
You’re following the lead of the top Accounting and Tax firms.
Doc.It software and mobile app liberates accounting and tax professionals to be more productive and successful at work. Automation and process improvement through improved organization of documents and streamlined workflows drive efficiency, accuracy, consistency and compliance.
Join your peers who use Doc.It software and fuel smarter informed decisions through real-time insight.
Recognized by the best in the profession, for being the best in the profession
CPA Practice Advisor Technology Innovation Award
Awarded for software that drives productivity and profitability, Doc.It is recognized as leading the profession with state-of-the-art software design and implementation.
CPA Practice Advisor 5-star Rating Award
Awarded for providing the accounting and tax profession with top-rated document management, workflow and web portal tools.
CPA Practice Advisor Readers’ Choice Award
Voted by practitioners as one of the most beneficial systems and best workflow applications enabling firms to retain a competitive edge.
Accounting Today Top 100
Awarded by Accounting Today as one of the top software applications most highly recommended in the profession.
Risk Mitigation Award
Voted by practitioners as the top software application to mitigate risk inherent in the work accountants and tax professionals do.
Productivity Award
Voted by practitioners as the top software application that most greatly accelerates productivity for accountants and tax professionals.
K2 Enterprises Quality Award
Awarded for outstanding contributions to the accounting profession and best overall mobile strategy.