Document management and workflow tools for accountants.

About Doc.It Suite

Doc.It Suite is a complete set of document management tools designed for accountants. It optimizes firm efficiency, workflow, and daily processes upon implementation. With Doc.It, you have the ability to consolidate your applications while improving every aspect of your firm’s organization.

Video Overview

Doc.It Suite Features

Doc.It’s primary features are:

  • Workflow
  • Work Binders
  • PDF Editor
  • Client Portal
  • Archive
  • AutoFiling (automation)
  • Advanced Forms Recognition
  • Reporting

Doc.It Suite Pricing

The cost of Doc.It Suite starts at $36/license/month for up to 40 licenses. If you purchase above 40 licenses the cost is reduced to $26/license/month. All solutions offer free phone and email support with free updates and upgrades. There is no free trial available. There is no free version.

Product Overview

User Reviews of Doc.It Suite

★★★★★
★★★★★
Submitted on January 2nd, 2020 by Ian Woodman from Woodman, White, Olsen & Co. LLP

The time I spend reviewing a file has decreased because all of the documents I need to access are always right there, properly referenced. While the use of Doc.It has improved staff productivity, my productivity has also gotten dramatically better.

★★★★★
★★★★★
Submitted on January 2nd, 2020 by Kevin Beausoleil from KD Beausoleil Certified General Accountants

We have had Doc.It Suite in our firm through one busy season, it was absolutely perfect. The efficiencies are even better than I thought they would be.