Doc.It: Accounting Document Management Software

Many accounting firms still use paper for most processes – this is costly and inefficient. Doc.It solves that problem with a suite of document management, storage, workflow and web portal tools.

Workflow and efficiency challenges accounting firms of all sizes. Doc.It Workflow provides a simple solution for the management of work processes across your entire firm.

Doc.It’s PDF Editor is used to annotate, bookmark, merge, link pages, append, and highlight documents. Users can also easily run an electronic calculator tape and apply hundreds of accounting-specific tick marks.

Doc.It® Web Portal, branded with your firm’s name and logo, securely exchanges documents of all sizes with your clients. The portal runs on your own equipment and works with all common browsers.

Doc.It’s technical, client solutions, and customer care team members are highly qualified experts who work with accountants and accounting thought-leaders throughout North America. We treat clients as partners, from pre-sale through project completion and beyond. We believe in a holistic approach and provide best practices firms can build upon.

The Doc.It Inbox, a temporary digital storage location for new documents including printed or scanned documents that arrive as searchable PDFs, handles document routing enhancing workflow. Documents in the Inbox can be worked on prior to storing to a work area or its final destination.

Doc.It Work Binders organize documents in a centralized multi-user electronic binder with a familiar folder structure. Work Binders contain documents in their native file formats organized in firm-defined folder structure unique for every engagement type.

Once you have gone digital, you wil need a permanent secure storage solution for your firm’s most important documents. Browse, navigate, and share your digital documents instantly with the Doc.It Archive.

Doc.It® Suite includes Scan and Organize tools promote firm-wide standardization. Scan from anywhere with a high accuracy rate of text conversion. Doc.It’s Scan and Organize tools include Advanced Forms Recognition used to identify documents by type, automatically applying naming conventions.