INBOX
Get organized. Temporarily store then route all documents in their original format (e.g. PDF, Excel, Outlook. etc.).
Get Organized and Drive Productivity with a Collection of Document Management Tools
Simple and intuitive document management system available in the cloud, on-premises, or as a hybrid environment, that’s easy to implement and use. With Explore you can be up and running and sharing documents with clients very quickly.
SCAN
Gather documents and improve organization.
PDF EDITOR
Ease PDF mark up and more. Annotate, bookmark, merge, link pages, append, highlight documents, and run an electronic calculator tape and apply hundreds of accounting-specific tick marks.
WORK BINDERS
Stay organized. Maintain order and quick access to work. View and launch documents from an organized list of files of all types and formats in their native file format.
REPORTS
Make confident informed decisions. Customizable reports enable managers to make real-time decisions with confidence.
DOC.IT BINDER EXPLORER
- Unique folder structure by engagement type
- Open any folder with one click
- Prioritize order of activities by due dates
- Click, drag and drop a tab to work on multiple monitors
DOC.IT PDF EDITOR
- Mark up and annotation tools
- Calculator tape easily pastes to a document
- Thumbnail, bookmark and comment panes
- Click, drag and drop to reorganize a PDF file