Doc.It Connect Recognized for Innovation in Accounting Technology

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Posted: 24th July 2019

Doc.It Named Finalist in CPA Practice Advisor 2019 Innovation Awards

Las Vegas, NV – July 24, 2019 – Doc.It®, an industry-leading provider of document management, workflow, document storage and web portal products for accounting firms, announced today that the company has won recognition for innovation excellence in the 2019 CPA Practice Advisor Innovation Awards.

The Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small business clients operate more efficiently and profitably through improved workflow, increased accessibility or enhanced collaboration.

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.

Designed specifically to enhance collaboration and communication between accounting firms and their clients, Connect includes prepared-by-client checklists to simplify the task of gathering documents for an audit or project. Secure file sharing and encryption reduce data security risks inherent in email and paper file sharing. Connect also integrates seamlessly with DocuSign eSignature software, providing a fast, fully digital way to obtain compliant signatures.

The orderly Doc.It file structure offers work binders to keep documents organized and accessible by authorized users anytime from any device. A mobile app, Doc.It Go, provides workers easy access to projects and client documents as they work on the go.

“We are honored that CPA Practice Advisor has recognized our innovative approach in designing Doc.It Connect,” says Kevin Murray, president of Doc.It. “Our approach on all new product efforts is focused on helping accountants work more efficiently, and we share this honor with the many firms that have contributed to the vision for Connect and those who have embraced Doc.It Connect to reduce paper and enhance client services.”

The Innovation Award was presented on July 23 at the LA Accounting & Finance Show taking place at the Los Angeles Convention Center.

Visit the Doc.It website to learn more about Doc.It Connect.

To request a demonstration of Connect or other Doc.It solutions, visit

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