Doc.It was awarded a 2013 Innovation Award based on numerous Doc.It Suite innovations during the last 18 months, evidence of their perpetual commitment to research and development to help accounting firms standardize and ease document management with workflow.
Doc.It recognizes firms make choices to work with a broad range of products resulting in an ecosystem based on firm size, personal preference, services offered and technologies employed by the firm. The natural mix of different products, services, and technologies is mainstream in the profession as firms of all sizes strive to manage the right balance of cost for a solution to value received from a solution.
Ultimately, the success of Doc.Its business revolves around understanding and supporting the ecosystem of every firm and the processes that drive their businesses. Doc.It Suite is continually evolving to support the needs of public accounting firms as they are anticipated and arise.
Doc.It has delivered the following innovative enhancements during the last 18 months:
- Web Portal
- Cloud and mobile enabled
- PDF Editor
- Main Dashboard
- Search CapabilitiesReporter
- Binder Explorer
Doc.It has standardized document workflow by providing firms with a systematic process to follow that is developed based on industry best practices, digital document creation standards, and regulatory compliance requirements. Doc.It Suite enables these workflows and adapts to these best practices, standards, and requirements.
Doc.It delivers a comprehensive, yet easy to use, status-based all new workflow system. Projects can quickly move through stages of completion and from person to person through an intuitive interface.
***New*** Web Portal
Doc.It makes sharing documents with clients hassle-free via the Doc.It Web Portal. The all new Web Portal allows firms to circumvent traditional mail resulting in significant reductions in timelines.
***New*** Cloud and mobile enabled
Doc.It is cloud enabled, allowing firms to access to documents from anywhere in the world. Users can access Doc.It Suite via Android or iPad tablet, delivering a truly portable experience.
***New*** PDF Editor
Doc.It Suite incorporates an all new full-featured PDF Editor including bookmarking, annotating, editing and mark-up of documents. Additionally, when a document is in high demand, it can be viewed by multiple users while protected from conflicting changes. Collaboration on documents, work binders and clients is enhanced through a universal notes system.
When an engagement is complete, Doc.Its all new publishing tool collects all documents associated with an engagement and combines them into a single fully indexed, bookmarked PDF as a complete record of the finalized engagement. Once published, this PDF is stored in the Doc.It Archive.
***New*** Main Dashboard
Doc.It leads the industry with its all new Main Dashboard, the most powerful and effective workflow and document management interface. Using Doc.Its Main Dashboard, everyone has access to work tasks, client Work Binders, documents, the Archive, and a complete set of fully integrated tools.
***New*** Search capabilities
Doc.It Suites all new Search technology has been restructured and rewritten, allowing users to more easily search based on content and metadata.
Doc.It Suites all new Reporter has added capabilities that allows users to easily construct and share custom reports.
***New*** Binder Explorer
Doc.It Suite all new Binder Explorer allows users to manage projects and access documents efficiently from one screen. Users have a single central interface that provides access any document in the Inbox, Work Binder, or Archive from one screen.