Doc.It Explore

Doc.It Explore is a simple and intuitive document management system for firms seeking to reduce paper-based activities and realize the benefits of digital document management.

OCR/scanning
document check-in/check-out
Work binders keep client files organized
Full featured PDF editor: annotate, bookmark, merge, link pages, append, and highlight documents in a user-friendly work area.

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Technology December 13, 2025

Value Insights Debuts Solution That Maximizes the Value of Clients’ Non-Cash Charitable Gifts

Value Insights launched a web-based, AI-backed application that identifies, substantiates, valuates, and documents clients' non-cash contributions with a simple click of a camera.

Jason Bramwell

Technology December 13, 2025

Certinia 2026 Winter Release Includes New AI Agents, Dynamic Playbooks, and Faster Quoting

This newest release builds on Certinia’s agentic AI plans, taking aim at the everyday bottlenecks that slow down professional services, customer success, and accounting and finance teams, the Austin, TX-based company said.

Jason Bramwell

Technology December 13, 2025

Cetrom Joins CCH Marketplace

This strategic collaboration aims to provide accounting firms using Wolters Kluwer solutions with a performance-built, secure, reliable, and compliant remote access solution for all their tax applications.

Jason Bramwell

Technology December 13, 2025

Bookkeeper360 Unveils Mobile and Web App Featuring AI-Powered Virtual CFO

Bookkeeper360 announced Dec. 11 the launch of its iOS and Android mobile and web application featuring Business Optimization Learning Technology, an AI-powered virtual CFO.

Jason Bramwell

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Doc.It Explore

Thanks for reading CPA Practice Advisor!

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Recommended Articles

Value Insights Debuts Solution That Maximizes the Value of Clients’ Non-Cash Charitable Gifts

Certinia 2026 Winter Release Includes New AI Agents, Dynamic Playbooks, and Faster Quoting

Cetrom Joins CCH Marketplace

Bookkeeper360 Unveils Mobile and Web App Featuring AI-Powered Virtual CFO

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