Find Your Doc.It Solution

Compare Our Solutions and Find The Right One For Your Organization

Doc.It Suite

A comprehensive system including full featured document management, workflow and secure client portal for accounting firms.

Doc.It Explore

A great first step into document management. Doc.It Explore is easy to implement and increases productivity immediately. Grow at your own pace. Explore can be upgraded to Doc.It Suite, to add Workflow, archiving, and other features.

Doc.It Connect

Is a secure portal site that allows firms and clients to share, sign, and manage financial statements, tax returns, invoices, and other documents.  Grow at your own pace. Connect can be upgraded to Doc.It Suite, to add Workflow, archiving, and other features.

Document Management

Doc.It Suite

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Doc.It Explore

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Doc.It Connect

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Work Binders

Store any file type

Check-In/Check-Out

Retention policies & purge manager

Customizable folder templates

Scanning interface & OCR

Search

PDF Editor

Tickmarks and Stamps

Digital Signatures

Archive

AFR (Forms Recognition)

AutoFile to archive, work binder & portal

Workflow

Doc.It Suite

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Doc.It Explore

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Doc.It Connect

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Workflow dashboard

Budget/Actual, capacity time reports

Staff assignment tracking

Customisable workflow templates

Job duplication

Workflow Process Automation

Workflow Default Assignments

Portal

Doc.It Suite

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Doc.It Explore

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Doc.It Connect

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Unlimited Client Portals

Prepared-by-client checklists

Secure file sharing & encryption

Reporting

Doc.It Suite

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Doc.It Explore

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Doc.It Connect

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Audit trail & event log

Advanced reporting

Custom report builder

Quick searching & filtering

Integrations

Doc.It Suite

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Doc.It Explore

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Doc.It Connect

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Microsoft Office integration

DocuSign eSignature integration

Tax software integration

CaseWare integration

Fx Engagement Batch Print

Mobile

Doc.It Suite

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Doc.It Explore

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Doc.It Connect

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Doc.It Go Mobile App

Optional

Not Applicable

Optional