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Document Management

Doc.It Suite

Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate

Doc.It Suite is a full-featured workflow, document management and customizable web portal system that serves as an organizational platform for hundreds of accounting firms of all sizes. 

  • Automatic form recognition and auto-filing
  • Advanced search and powerful PDF markup tools
  • Workflow tools manage tasks, assignments and deadlines