The Doc.It Family of Products

Document management, workflow and portal for accountants

Doc.It Suite®

Many accounting firms still use paper for most processes – this is costly and inefficient. Doc.It Suite solves that problem with a suite of document management, storage, workflow and Web portal tools.

Doc.It® Suite integrates with many popular accounting applications, and is available as a monthly subscription service, with technical support, and training.

Doc.It Explore®

The Easy, Affordable way to get started in document management

Think of it as your ‘digital workspace’ for all types of engagements.

Doc.It Explore is a simple and intuitive document management system that’s easy to implement, easy to use. Explore allows firms to reduce costly paper processes and realize the benefits of digital document management.

Doc.It Connect®

Put an end to the Paper Chase with a Secure Web Portal

Doc.It Connect is a secure portal site that allows accounting firms and clients to share, sign, and manage financial statements, tax returns, invoices, reports and other documents. 

Grow in your role as trusted advisor by creating a branded storehouse of documents, checklists and client educational content in a private shared site that enhances client loyalty.