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.
Workflow
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Workflow dashboard | |||
Budget/Actual, capacity time reports | |||
Staff assignement tracking | |||
Customisable workflow templates | |||
Job duplication | |||
Workflow Process Automation | |||
Workflow Default Assignments |
Portal
Reporting
Integrations
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Microsoft Office integration | |||
DocuSign eSignature integration | |||
Tax Software integration | |||
CaseWare integration | |||
Fx Engagement Batch Pring |
Mobile
Pricing
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On-Prem Pricing | $40.22USD or $39.92CAD License/Month 40+ license: $29.35USD or $29.13CAD License/Month |
License/Month |
License/Month |
Cloud Pricing | $65.22USD or $64.74CAD License/Month 40+ license: $54.35USD or $53.95CAD License/Month |
License/Month |
License/Month |
Training and Implementation-One-time fee | |||
Cloud Deployable | |||
On-Premise Deployable | |||
Mobile App Compatible | N/A | ||
World Class Support and Updates | |||