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

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

DOC.IT 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

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.

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.