Document Management, Workflow and Portal Solutions for Accounting and Tax Professionals

Our software integrates with tax, accounting, audit, engagement and other key software applications


Document management, workflow and portal solution with integrations for accountants and tax professionals
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Digital workspace for accountants and tax professionals
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Secure web portal with integrated digital workspace for accountants and tax professionals
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Mobile app for Doc.It Suite for accountants and tax professionals
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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.

Case Studies

1580 N. Northwest Hwy, Suite 120 Park Ridge, IL 60068
7274 Hartley St, Pigeon, MI 48755, USA
600-1800 Av McGill College, Montréal QC H3A 3J6
2255 Sheppard Ave E, Toronto ON M2J 4Y1
401 Liberty Ave, Pittsburgh, PA 15222
551 Fifth Avenue, Suite 400, New York, NY 10176
5 W 37th St 4th Fl, New York, NY 10018
701 Robley Dr Ste 200, Lafayette, LA 70503
5012 46 St, Lloydminster AB T9V 0C5
3-512 Woolwich St, Guelph ON N1H 3X7
14 Victoria Ave, Essex ON N8M 1M3
405 6 Ave SW, Slave Lake AB T0G 2A4
108, 920 2nd A Ave N, Lethbridge AB, T1H 0E3
1273 N 15th St Ste 121, Laramie, WY 82072
1580 N Northwest Hwy Ste 120, Park Ridge, IL 60068
555 S Wolcott St, Casper, WY 82601
201-317 Renfrew Dr, Markham ON L3R 9S8
2401 Professional Pkwy, Santa Maria, CA 93455
1015 E Main St, Cottage Grove, OR 97424
348 Guelph St, Georgetown ON L7G 4B5
9909 102 St #44, Grande Prairie AB, T8V 2V4
4501 Spicewood Springs Rd Ste 1000, Austin, TX 78759
1964 Quilchena Ave, Merritt BC V1K 1A4
Suite 102, 550 Laura Avenue Red Deer County, AB T4E 0A5
12000 Biscayne Blvd Ste 305, North Miami, FL 33181
819 Norwest Road, Clock Tower Plaza, Kingston, Ontario K7P 2N4
269 Ann St Pickens SC 29671

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.