Compare Our Solutions and Find The Right One For Your Organization
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.
Doc.It Software Product Features
Explore the Doc.It software application that is right for your firm.
 |  |  | |
|---|---|---|---|
| Work Binders | |||
| Store any file type | |||
| Check-In/Check-Out | |||
| Retention policies & purge manager | |||
| Customizable folder templates | |||
| Scanning interface & OCR | |||
| Search | |||
| PDF Editor | |||
| Tickmarks and Stamps | |||
| Digital Signatures | |||
| Archive | |||
| AFR (Form Recognition) | |||
| AutoFile to archive work binder & portal |
Workflow
| | | |
|---|---|---|---|
| Workflow dashboard | |||
| Budget/Actual, capacity time reports | |||
| Staff assignement tracking | |||
| Customisable workflow templates | |||
| Job duplication | |||
| Workflow Process Automation | |||
| Workflow Default Assignments |
Portal
 |  |  | |
|---|---|---|---|
| Unlimited Client Portals | |||
| Prepared-by-client | |||
| Secure file sharing & encryption |
Reporting
| | | |
|---|---|---|---|
| Audit trail & event log | |||
| Advanced reporting | |||
| Custom report builder | |||
| Quick searching & filtering |
Integrations
| | | |
|---|---|---|---|
| Microsoft Office integration | |||
| DocuSign eSignature integration | |||
| Tax Software integration | |||
| CaseWare integration | |||
| Fx Engagement Batch Pring |
Mobile
| | | |
|---|---|---|---|
| Doc.It Go Mobile App | Optional | Not Applicable | Optional |
Pricing
|
|
|
|
|
|---|---|---|---|
| On-Prem Pricing | $37/License/Month More than 40 Licenses: $27/License/Month (Minimum 3 Licenses) |
(Minimum 3 licenses) |
(Minimum 3 Licenses) |
| Cloud Pricing | $60/License/Month 40+ users: $50/License/Month (Minimum 3 Licenses) |
(Minimum 3 Licenses) |
(Minimum 3 Licenses) |
| Training and Implementation-One-time fee | |||
| Cloud Deployable | |||
| On-Premise Deployable | |||
| Mobile App Compatible | N/A | ||
| World Class Support and Updates | |||