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.
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 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.