See Doc.It Suite® in action

Document Management, Workflow and Web Portal Software for Accounting firms

The Doc.It Suite can replace up to seven pieces of software to help improve efficiency as you gather, process, store and deliver documents.

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Increase Productivity

Easily manage documents and work processes across your entire firm.

Consolidate Applications

Replace up to 7 pieces of software with our all-in-one suite.

Save Time and Money

Reduce costs and become more efficient by eliminating paper for processes.

Features to streamline document management

Our powerful, scalable full suite of document management and workflow products ensures every document is easily accessible, secure and easy to share with clients.

Document Archive

Document Publishing

Workflow Management

Web Portal

PDF Editor

Scanning Tools

Document Search

Cloud and Mobile-Enabled

Inbox Storage

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What customers are saying about us

"Doc.It is extremely flexible in terms of customization, allowing us to mimic all of the file categories we use in a paper world into a virtual one. Easy to use, staff training was minimal and most people pick it up immediately. Most exciting, the PDF Editor/viewer is included. For less than the cost of one Acrobat license, I get a very comparable PDF Editor plus so much more."

"Doc.It delivers the tools that let our staff work with reduced print. We have archived over 15 years worth of documents, and the archive allows for immediate access to the document you want, be it tax, correspondence or financials without having to open Word, Taxprep, CaseWare or CTF research while the client is on the phone."