Document management and workflow tools for accountants.

Product Overview

Doc.It Suite is a document management solution designed primarily for accounting and tax professionals. Its key features include document capture, storage, archiving and retention, metadata management, OCR functionality, PDF conversion, and integration with Microsoft Office and Outlook.


  • Integration of scanning, OCR and archive functions
  • Client portal for document sharing
  • Users report good customer service


  • Minimum user limit of three licenses
  • Slow performance at times

Target Market

Small to large tax and accounting businesses. Also used in legal services, financial services, education, technology, healthcare, and hospitality.

About Doc.It Suite

Doc.It Suite offers a solution for document management, particularly for accounting and tax professionals. Its ability to quickly access and organize documents is a standout feature, enhancing efficiency in client interactions. The software’s integration of document scanning, OCR, and archiving functions simplifies the management of documents and reduces the need for physical storage. Additionally, Doc.It Suite provides a secure client portal, which is highly appreciated by users for its ease of document sharing and enhanced security measures.

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 $29/license/month for on-premise and $54/license/month for its cloud solution. All solutions offer free phone and email support with free updates and upgrades. There is no free trial available. There is no free version.

Starting Price
$29 /user/month
Price Range Learn More
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Product Overview

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User Reviews of Doc.It Suite

Submitted on January 2nd, 2020 by Ian Woodman

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

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.