Doc.It to Share Accounting Firm Solutions at Boomer Circles

2 minutes length
Posted: 8th August 2018

Doc.It Suite, New Doc.It Explore and Doc.It Connect Simplify the Digital Shift

Las Vegas, NV and Ancaster, ON – August 8, 2018 – Doc.It®, an industry-leading provider of a powerful, scalable full suite of document management and storage, workflow and web portal products for accounting firms, will sponsor and exhibit at the 2018 Boomer Technology Circles™ Summit to take place August 12-15, 2018, in Kansas City, Missouri. Boomer Technology Circles is a community of firm and IT leaders making smarter management and technology decisions to reduce risk, save time and money and improve firm strategy.

By reducing paper and streamlining information management, Doc.It products help firms of all sizes be more effective and efficient as they gather, process, store and deliver documents. Firm leaders and Circle participants are invited to meet with Doc.It at the event to discuss their goals for securing, exchanging, organizing and storing documents efficiently, where they may view demonstrations of Doc.It solutions:

Doc.It Explore is a simple and intuitive document management system for firms seeking to reduce paper-based activities and realize the benefits of digital document management, without a complex system implementation. Explore offers OCR/scanning, document check-in/check-out, a full-featured PDF editor and work binders to help work teams get organized fast.

Doc.It Connect is a secure web portal designed for firms offering tax, accounting, bookkeeping or insolvency services and wanting to work more effectively with clients. Connect allows accountants and clients to share, sign and manage financial statements, tax returns, invoices and other documents. Integration with industry-leading DocuSign eSignature assures a streamlined, compliant signature process.

Doc.It Suite is a full-featured best-of-breed suite of software designed specifically for accounting firms. The Doc.It Suite includes document management, workflow management, web portals, a PDF editor, scanning tools, archiving, work binders and integration with tax, engagement and time and billing software. Doc.It Suite serves as the backbone for hundreds of accounting firms of all sizes, many with multiple office locations.

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

About Doc.It
Doc.It provides document management and storage, workflow 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 the 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