• CPA Technology Award
  • Accounting Today Top 100 Products Award
  • CPA Readers Choice Award
  • K2 Enterprises Award
  • CPA 5 Star Award

Doc.It Suite integrates with tax, accounting, audit, engagement and other key software

Pairing Doc.It Suite with your preferred tax, accounting, engagement, audit and other key software results in many of the most common technology, workflow and practice management challenges being eliminated. Our powerful, scalable full suite of document management and workflow products ensures every document is easily accessible, secure and easy to share with clients. Because Doc.It Suite provides a collection of software tools accountants need (e.g. PDF Editor, Web portal, Scan and Organize software, and more) for one low subscription price, the integration of Doc.It Suite can also lead to immediate cost savings.


What our clients are saying:


  • Seiberlich Accountancy Corporation

    With Doc.It we have two favorite aspects, one being the PDF Editor and the other is their Tech Support.

    Terry Seiberlich, CPA, CGMA,
    Seiberlich Accountancy Corporation

  • Heywood Holmes & Partners

    Doc.It came highly recommended. Their technical support is phenomenal.

    Sean Whittemore, IT Manager
    Heywood Holmes & Partners

  • Martyn, Dooley and Partners, LLP

    With Doc.It a major difference is felt when documents come into the office. The paper hits only one desk where it is scanned and becomes paperless from that point forward.

    Leslie Spyropoulos, CPA,CA, LPA, CFP,
    Martyn, Dooley and Partners, LLP

  • Gates, Winden & Associates, P.C.

    Doc.It is an easy-to-understand program. Beyond the Doc.It suite product, Doc.It delivered the system, methodology, guidance and the procedure to move from paper-based to paperless.

    Eric P. Winden, CPA/PFS,
    Gates, Winden & Associates, P.C.

  • Hyatt Lassaline, LLP

    Today, with Doc.It, anytime clients are asking me for a document I will say, “Give me four seconds and I will have the answer for you.

    Jeff Ostrow, B.Acc., CPA, CA, Assurance Partner
    Hyatt Lassaline, LLP