What is Doc.It Suite?

Doc.It Suite is document management, workflow and document storage software designed specifically for accounting and tax professionals. We have served the profession since 2001; our software development is driven by feedback from accounting and tax professionals and accounting channel thought-leaders.

Doc.It provides Doc.It Suite software consisting of multiple modules to handle all of your document management and workflow needs. We charge a flat-fee based on the number of users in your firm.

The Doc.It team educates practitioners about Doc.It Suite by relating how Doc.It Suite works in a firm to the 4-step process in a document’s lifecycle, Gather, Process, Store, and Deliver. Our software addresses document management and workflow for each of these steps in a document’s lifecycle.