Doc.It Advances Accounting Firm Automation

2 minutes length
Posted: 6th June 2019

Document management, workflow and portal solutions help accounting firms of all sizes improve client service, reduce data security risks and consolidate applications

Las Vegas, NV – June 6, 2019 – Doc.It®, an industry-leading provider of document management, workflow, document storage and web portal products for accounting firms, announced today the availability of DocuSign® eSignature in the Doc.It Suite and Doc.It Connect portal products.

Widely recognized as the global standard for Digital Transaction Management (DTM) and eSignature, DocuSign empowers anyone to conduct digital transactions safely and securely anytime, on any device.

“The integration of Doc.It products with DocuSign is designed to save firms hundreds of hours of administrative effort and reduce the significant cost of printing and processing traditional signatures by their clients,” said Kevin Murray, president of Doc.It Inc. “The Doc.It partnership with DocuSign aligns with our goals to help the accounting industry offer a seamless experience for their own clients, while increasing firm productivity and profitability.”

Firms already using DocuSign can implement Doc.It Suite or Doc.It Connect and use their existing DocuSign licenses from the Doc.It menu. Firms using Doc.It Suite or Doc.It Connect can add on DocuSign licenses and get the benefit of easy eSignature processing from within the Doc.It work environment.

Doc.It document management solutions are flexible and affordably priced, to suit the needs of tax accountants, CPA firms, bookkeepers and financial services organizations of all sizes, and at all stages on the digital maturity scale.  Doc.It will sponsor and exhibit at AICPA Engage at the MGM Grand in Las Vegas, June 9-13, 2019.

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.  Doc.It form recognition, auto-filing, advanced search and PDF markup tools help firms boost client service, reduce data security risks, and control costs by consolidating applications.

Doc.It Connect is a secure, customizable web portal allowing firms and clients to share, sign, and manage financial statements, tax returns, invoices, and other documents.  The orderly Doc.It file structure keeps everything organized and accessible by authorized users anytime, from any device.

To learn more, view a video demonstration of the DocuSign features in Doc.It.

About Doc.It

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 applications to improve productivity of accounting firms, CPAs and financial restructuring firms. Our industry expertise delivers greater value, tailored services and customer-driven development. To learn more, visit