Doc.It

Doc.It Suite

Doc.It® Suite is a powerful and scalable full suite of document management products for accounting firms with 2 to 300 users. Doc.It® Suite makes firms more efficient and effective as they gather, process, store, and deliver documents. Doc.It® Suite is used by over 9,000 accountants throughout North America.

 

Doc.It® Suite includes:

  • Doc.It® MAIN DASHBOARD: Streamlined workflow with centralized access
  • Doc.It® INBOX: Temporary storage and routing utility
  • Doc.It® SCAN AND ORGANIZE: Identify, name and organize documents
  • Doc.It® WORK BINDERS: Organize documents of all types
  • Doc.It® WORKFLOW: Notification of a document's status
  • Doc.It® PDF EDITOR: Annotate, bookmark, merge, link pages, append, and highlight
  • Doc.It® POLICY MANAGER: Publishing tools
  • Doc.It® CLOUD + MOBILE: Everywhere you need it, when you need it
  • Doc.It® ARCHIVE: Store fully-indexed searchable PDF files
  • Doc.It® WEB PORTAL: Secure exchange of files with clients
  • Doc.It® SEARCH: Find any document
  • Doc.It® REPORTS: Easy creation of custom reports

Now is the right time to take control of your firm’s document management. Visit our website and contact us to learn why 9,000 accountants are using Doc.It® Suite to make their practices more efficient and effective.

 

Download a Doc.It® Suite brochure, White Paper, case study, request pricing, and contact us for a demo or webinar at wait...

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