Doc.It Wins CPA Practice Advisor Innovation Award

4 minutes length
Posted: 4th June 2013

June 4, 2013 – Las Vegas, NV and Markham, ON – Doc.It®, the industry-leading provider of a powerful and scalable full suite of document management products for accounting professionals, proudly announces they won the 2013 CPA Practice Advisor’s Innovation Award.

To be eligible for the 2013 Innovation Award, nominated products must be either newer than two years old, or have undergone a significant enhancement or new feature/module during that timeframe. The product must be in full release (not beta) with active users and be marketed to accounting professionals.

“The Innovation Awards recognize technologies that can help accounting firms be more productive with their workflow and client service,” said Isaac M. O’Bannon, Editor of CPA Practice Advisor. “Recent innovations to Doc.It® Suite offer strong integration between document management, client collaboration portals, workflow management and reporting tools. These features stood out among other nominated products and award judges voted it high on the list for recognition in this year’s awards.”

“I am honored to accept this award on behalf of the entire Doc.It team,” said Brock Philp, President and CEO of Doc.It.” “Working closely with our customers and industry thoughtleaders has guided our product development. We are committed to continually evolving our product to meet our customers’ ever-evolving needs,” continued Philp.

Doc.It® was selected as a 2013 Innovation Award winner based on the following innovative enhancements:

Doc.It® has standardized document workflow by providing firms with a systematic process to follow that is developed based on industry best practices, digital document creation standards, and regulatory compliance requirements. Doc.It® Suite enables these workflows and adapts to these best practices, standards, and requirements.

Doc.It® delivers a comprehensive, yet easy to use, status-based all new workflow system. Projects can quickly move through stages of completion and from person to person through an intuitive interface.

Web Portal
Doc.It® makes sharing documents with clients hassle-free via the Doc.It® Web Portal. The all new Web Portal allows firms to circumvent traditional mail resulting in significant reductions in timelines.

Cloud and mobile enabled
Doc.It® is cloud enabled, allowing firms to access to documents from anywhere in the world. Users can access Doc.It® Suite via Android or iPad tablet, delivering a truly portable experience.

PDF Editor
Doc.It® Suite incorporates an all new full-featured PDF Editor including bookmarking, annotating, editing and mark-up of documents. Additionally, when a document is in high demand, it can be viewed by multiple users while protected from conflicting changes. Collaboration on documents, work binders and clients is enhanced through a universal notes system.

When an engagement is complete, Doc.It®’s all new publishing tool collects all documents associated with an engagement and combines them into a single fully indexed, bookmarked PDF as a complete record of the finalized engagement. Once published, this PDF is stored in the Doc.It® Archive.

Main Dashboard
Doc.It® leads the industry with its all new Main Dashboard, the most powerful and effective workflow and document management interface. Using Doc.It®’s Main Dashboard, everyone has access to work tasks, client Work Binders, documents, the Archive, and a complete set of fully integrated tools.

Search capabilities
Doc.It® Suites all new search technology has been restructured and rewritten, allowing users to more easily search based on content and metadata.

Doc.It® Suites all new Reporter has added capabilities that allows users to easily construct and share custom reports.

Binder Explorer
Doc.It® Suite all new Binder Explorer allows users to manage projects and access documents efficiently from one screen. Users have a single central interface that provides access any document in the Inbox, Work Binder, or Archive from one screen.


About the Award
CPA Practice Advisor presents the Innovation Award annually at the California Accounting & Business Show and Conference in Los Angeles, CA. This year marks the 10th anniversary of this award. The Award honors technologies that have the potential to significantly impact the tax and accounting profession through improved client service or internal firm workflow processes, or via technologies designed for small businesses that enhance firm-client productivity or collaboration.

Each year, a total of five Innovation Award Winners and five Innovation Award Finalists are recognized based upon judging by the Awards Committee, which is comprised of the editorial staff at CPA Practice Advisor, thought-leaders among the profession, and the publication’s Editorial Advisory Board. Board members include accounting and tax professionals from various sized firms across the country who are engaged in a variety of practice areas.