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.
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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License Cost | $36/license/month More than 40 Licenses: $26/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 | |||