Get your FREE Tax Season Income Maximization Guide

Tax season can be stressful, but we’ve got you covered with checklists and tips on how to make your firm run smoothly, securely, and efficiently.


  • Essential tax season checklists
  • Ways to accelerate workflow
  • 1040 tax workflow stages
  • How to minimize stops and starts
  • Technical integration tips
  • Data security checklist

Complete the form below to receive your FREE tax booklet in the mail:

Tax Season Booklet

Doc.It®, founded in 2001, was built by accountants for accountants. We provide document management, workflow, document storage and web portal products that help accounting firms ease the administrative workload and improve data security around repeatable processes as they go about their accounting, tax, audit and assurance work. Doc.It® is solely focused on providing software solutions to accounting firms and their practitioners.