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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 & encryptionX

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

OverviewA 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.
Monthly Subscription3 to 40 licenses: $36/license/month. Above 40 licenses: $26/license/month. Minimum 3 licenses.$21/license/month. Minimum 3 licenses.$16/license/month. Minimum 3 licenses.
Training & Implementation (one time fee)Contact sales via email: [email protected] Request a quote and tell us your firm size.   Or call us at 1-888-693-6248 Ext. 1.Contact sales via email: [email protected] Request a quote and tell us your firm size.   Or call us at 1-888-693-6248 Ext. 1.Contact sales via email: [email protected] Request a quote and tell us your firm size.   Or call us at 1-888-693-6248 Ext. 1.
Cloud Deployable
On-Premise Deployable
World Class Support and Updates
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