Doc.It Suite
Document Management & Workflow for Accountants.
Overview
Doc.It Suite is a document management solution developed by accountants for accountants. It provides a full suite of tools including document storage, workflow management, a PDF editor, a web portal, and scanning with OCR. The platform aims to centralize all firm documents and automate processes to increase efficiency and profitability.
✨ Key Features
- Document Archive & Retention
- Workflow Management
- Work Binders for Engagements
- Scan & Organize with OCR
- PDF Editor
- Secure Web Portal
- Integration with Tax Software
🎯 Use Cases (4)
✅ Best For
- Providing a complete, end-to-end paperless workflow for public accounting firms.
- Organizing complex audit and tax engagements with digital work binders.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms looking for a simple, cloud-only solution.
- Businesses outside of the public accounting industry.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
💰 Pricing
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