Doc.It Suite

COMMUNITY FEEDBACK SCORE

5.00

2 Reviews

Unverified Vendor

Doc.It Suite

Unverified Vendor

COMMUNITY FEEDBACK SCORE

5.00
2 Reviews

RANKINGS & RATINGS

RANK

41.6
Document Management Software

37 / 568
3.1
Workflow Management Software

61 / 210

ABOUT Doc.It Suite

Doc.It Suite is document management and workflow software designed specifically for accounting and tax professionals. Doc.It, with over 12,000 users, is the leading provider of practice-wide document management and workflow solutions. Doc.It® Suite’s best-of-breed tools and best practices will improve your firm’s efficiencies by managing the flow of documents from every source. The Doc.It Suite includes: - WorkFlow - Archive - Work Binder - Scan and Organize Tools - PDF Editor - Client Web Portal Doc.It is integrated with all major tax, engagement and time & billing applications in the industry. Many accounting firms can replace up to 5 software tools with the Doc.It Suite. Learn more or join a webinar at www.doc-it.com

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Most helpful positive review

3 people found the following review helpful

Easy to use and awesome customer care!

By Anonymous on February 7, 2024

It brought all software together (tax, accounting, audit, etc) for us - it ensures our policies are followed. I highly recommend it to any firm that wants to improve efficiency and .. more

Most helpful critical review

There are no negative reviews on Doc.It Suite.

REVIEWS 2
POSITIVE 100% 2 Reviews
NEGATIVE 0% 0 Reviews
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Anonymous

Client

REPLY TO REVIEW

Positive Review

Easy to use and awesome customer care!

Reviewed on February 7, 2024

Review Source Alert

Organic - Unincentivized.

Used FOR: Document Management Software in 2014

What was the best part about using Doc.It Suite?

The software is easy to use and customer care has consistently been the best. It is customizable, every document and file is always instantly at your fingertips.

What would you change about your experience with Doc.It Suite?

It takes time to review your processes for each area to plan your standardized way to work moving forward with docit. Getting everyone on board to define the standardized way may be the biggest challenge but as you move forward it is the best thing for the firm.

Overall Feedback

It brought all software together (tax, accounting, audit, etc) for us - it ensures our policies are followed. I highly recommend it to any firm that wants to improve efficiency and workflow throughout the firm but may not be sure where to begin or for those concerned about improving their document storage and data security.

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Anonymous

Client

REPLY TO REVIEW

Positive Review

Great Product with Great Support

Reviewed on February 10, 2023

Review Source Alert

Organic - Unincentivized.

Used FOR: Document Management Software in 2014

What was the best part about using Doc.It Suite?

It's very easy to find a file now. What used to take me 15 minutes now takes 15 seconds. I always know what stage a tax return is at without having to ask anyone Support team is very helpful

What would you change about your experience with Doc.It Suite?

Like any software change there was some thinking and planning required during the implementation but it's important to think about your processes for future success. The training team guided us the entire way through.

Overall Feedback

Great product. I can answer a client’s questions right while they are on the phone. The support team understands my accounting practice. It works with all my other software programs. They are always adding features and not charging for them. I recommend Doc.It to any firm.

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