CLOUD+MOBILE
Bridge the field to office divide. Access to work and deliver client documents anytime, from anywhere, from any device.
Reduce time-consuming administrative workloads caused by paper and antiquated manual processes.
Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents.
DOCUMENT ARCHIVE
Minimize risk. Store indexed bookmarked PDF files with retention policies, independent of the engagement’s originating software.
DOCUMENT PUBLISHING
Close completed engagements with ease. Create a single fully indexed, bookmarked PDF snapshot of all documents as a complete record of the finalized engagement.
INBOX
Get organized. Temporarily store then route all documents in their original format (e.g. PDF, Excel, Outlook. etc.).
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.
POLICY MANAGER
Ensure firm-wide compliance. Guarantee uniformity across the firm by applying the firm’s file naming and location policy to all documents as they are gathered.
REPORTS
Make confident informed decisions. Customizable reports enable managers to make real-time decisions with confidence.
SCAN & ORGANIZE
Gather documents and improve organization. Identify, name and organize an unlimited number of document types.
SEARCH
Find information quickly and easily. Browse Doc.It Work Binders and Doc.It Archive to find documents wherever they reside.
WEB PORTAL
Build stronger client relationships by providing immediate secure access to share and access financial statements, tax returns, invoices, large bookkeeping files, and more.
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.
WORKFLOW
Keep work moving. Monitor due dates, route or reroute work and oversee staff workload to identify bottlenecks before they occur.
DOC.IT SUITE STREAMLINES AND EASES ENGAGEMENT WORKFLOW
Doc.It Suite integrates with tax, accounting, bookkeeping, and time & billing applications. Minimize administrative workload, ease the process of gathering client documents and streamline workflow from engagement authorization through delivery of the completed engagement and beyond.
STEP 1
Engagement Authorization
Agreement to work with client.
Use eSignature, Web Portal, and secure email.
STEP 2
Gather
Collect client documents, as paper, digital files or emails.
Scan with OCR, which powers search during and after the engagement.
Drag and Drop from email (Outlook) or desktop
Electronically receive from Web Portal
STEP 3
Process & Review
Work on the client engagement.
Use Work Binders, PDF Editor, and a variety of Doc.It Suite tools to advance the engagement for Review.
STEP 4
Store
Securely lock-down files for delivery, retention and future reference.
Publish files to the Doc.It Archive as a full-searchable PDF for retention and storage.
STEP 5
Deliver
Share completed engagement.
Use the Doc.It Web Portal or secure email to share completed engagement documents with the client.
Implementation, Training and Support
Beginning with implementation of our software, through training, and beyond, Doc.It’s team of software and security experts work with and support you.
7 years
AVERAGE CUSTOMER TENURE