A comprehensive system including full featured document management, workflow and secure client portal for accounting firms.
A great first step into document management. Doc.It Explore is easy to implement and increases productivity immediately. Grow at your own pace. Explore can be upgraded to Doc.It Suite, to add Workflow, archiving, and other features.
Is a secure portal site that allows firms and clients to share, sign, and manage financial statements, tax returns, invoices, and other documents. Grow at your own pace. Connect can be upgraded to Doc.It Suite, to add Workflow, archiving, and other features.