Find Your Doc.It Solution

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 AppOptionalNot ApplicableOptional

Pricing

License Cost
3 to 40 licenses:
$36/license/month
More than 40 Licenses:
$26/license/month
(Minimum 3 Licenses)
$21/License/Month
(Minimum 3 licenses)
$16/License/Month
(Minimum 3 Licenses)
Training and Implementation-One-time fee
Contact us for a quote
Cloud Deployable
On-Premise Deployable
Mobile App Compatible N/A
World Class Support and Updates
Learn more about Doc.It Suite
Learn more about Doc.It Explore
Learn more about Doc.It Connect
Learn more about Doc.It Suite
Learn more about Doc.It Explore
Learn more about Doc.It Connect