Doc.It® Suite Rated a Leading Document Management Solution by CPA Practice Advisor

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Posted: 23rd January 2018

Jan. 23, 2018 – Las Vegas, NV and Ancaster, ON – Doc.It®, an industry-leading provider of a powerful and scalable full suite of document management, workflow, document storage and Web portal products for accounting firms, announces that the Doc.It Suite has earned a five-star review – the highest available rating – from CPA Practice Advisor. The accounting publication provides valuable news, awards, and technology reviews for more than 80,000 professionals.

CPA Practice Advisor evaluated document management solutions based on criteria including cloud accessibility, security, client portals, management features, and integrations. It then rated each solution on a scale of one to five, with five being the highest rating. The Doc.It Suite was described as a “sophisticated” solution that “is well-suited for firms of all sizes.”

The Doc.It Suite enables accounting firms to be more effective as they gather, process, store, and deliver documents. Features such as automated workflows, a policy manager, document archival, mobile access, and a PDF editor give accounting professionals an elevated level of efficiency and security in their day-to-day practice.

“Since 2001, we have leveraged our expertise and the feedback from practitioners and tax professionals to evolve the Doc.It Suite. Whether a firm wants to eliminate paper, introduce automation, grow efficiency, or reduce risk, Doc.It provides the technology it needs to thrive during a busy tax season,” said Kevin Murray, president of Doc.It. “We thank CPA Practice Advisor for this five-star review.”

In September, Doc.It won the K2 Enterprises Annual Quality awards for “Best New Mobile App” and “Marketing Communications” for Doc.It Suite. The awards, in their 16th year, are determined by a voting poll of the K2 Enterprises instructor team.

More information on the Doc.It Suite can be found at

To request a demo, pricing, or for more information, please visit

About Doc.It

Doc.It has established a long-standing presence in the market providing a full suite of document management, workflow, document storage and Web portal products for accounting firms. Doc.It® Suite meets the needs of firms of all sizes due to their leadership philosophy of customer-guided software development.  Doc.It’s leadership team, with support and guidance from their executive board, believe in strategic growth and maintaining the perpetual culture of customer care.

Doc.It’s Innovation Award-winning Doc.It Suite, a powerful scalable full suite of document management, document workflow and archiving tools for accounting firms, maximizes firm efficiency and effectiveness as accounting professionals gather, process, store, and deliver documents. Doc.It Suite enables accounting professionals and firms to manage documents from multiple sources and applications easily, in one comprehensive and intuitive software application, delivering the most efficient and effective method to serve clients.