What is Doc.It?

Doc.It is document management, workflow and portal for accounting firms.

Clients engage us when they want to improve their level of client service, reduce data security risks, and control costs by consolidating applications. We’re unique and different because our focus on the accounting profession allows for customer influenced development and tailored services.

Doc.It provides Doc.It Suite software consisting of multiple modules to handle 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 by relating how Doc.It products work within a firm’s 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.