Doc.It Suite

Document and workflow management solution

4,1 /5 (22 reviews) Write a Review!

Doc.It Suite Overview

What is Doc.It Suite?

Doc.It Suite helps businesses streamline document management, workflows, data backup, and more. The platform comes with an archiving functionality, which lets users securely store indexed PDF files with bookmark tags or retention policies and share copies with teams across departments.

Doc.It Suite lets professionals temporarily store PDF, Excel, and Outlook files in an inbox, apply naming conventions, add notes and combine multiple files to facilitate archiving and client request management. Doc.It Suite offers a host of features such as data migration, document publishing, workflow management, policy management, access management, and more. The PDF editor allows teams to merge, annotate, and link pages, as well as highlight content across the documents.

Doc.It Suite enables clients to access numerous documents like financial statements, tax returns, bookkeeping, and invoices via a web portal. Managers can generate real-time custom reports, sort information by partners, due date or project status, and export data into Excel or CSV format. Plus, it supports integration with various third-party accounting applications.

Doc.It Suite Overview

Pricing

Starting from
US$26,00/month

Pricing options

Free Trial
Subscription
Value for money

Doc.It Suite is available on monthly subscriptions for minimum 3 licenses. Details include:
3 to 40 licenses - $26/license/month
More than 40 licenses - $36/license/month


Doc.It Suite Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Doc.It Suite dashboard
Doc.It Suite archive explorer
Doc.It Suite assignments
Doc.It Suite binder explorer
Doc.It Suite video Doc.It Suite screenshot: Doc.It Suite dashboard Doc.It Suite screenshot: Doc.It Suite archive explorer Doc.It Suite screenshot: Doc.It Suite assignments Doc.It Suite screenshot: Doc.It Suite binder explorer

Doc.It Suite Reviews

Doc.It Suite Reviews

Overall rating
4,1
/
5
Excellent
8

Very good
10

Average
2

Poor
2

Terrible
0

Value for Money
4
Features
4
Ease of Use
4
Customer Support
4,1
82% recommended this app
Verified Reviewer

Doc.It Suite Review

Overall, Doc.It Suite ensure that my work day is efficient and effective when it comes to document sorting and progress.


Dan W.

Doc-It supports our accounting firm in using documents in pdf form, scanning, creating and...

The Doc-It software allows a mid sized firm to support all staff with an effective way of moving documents, and work with them without print to paper. Doc-It has supported our growth in scanning and archiving client data in an effective way. We insist that all staff use Doc-It in the approval of time reporting, so all staff use Doc-It daily and it has become a trusted part of every day in the office.


Shabir L.

steadily declined over the years as Docit grew. Standard answer from support is "the next...

At one time the benefits were big - especially when we went paperless. Today, i'm not sure the benefits outweigh any other PDF archiving and markup solution.


Jill J.

Doc.It is a Really Good DMS


Jason R.

Favorable and productive

Efficient workflow.


Verified Reviewer
Industry: Accounting
Company size: 5 001-10 000 Employees

Doc.It Suite Review

Used Daily for 1+ year
Reviewed on 2019/11/15
Review Source: Capterra

Overall, Doc.It Suite ensure that my work day is efficient and effective when it comes to document sorting and progress.

Pros

What I like most about Doc.It Suite is the ability to organize the files that I use. You can also set rules on each of your files to ensure that no one can edit or comment on what you upload.

Cons

What I like least about this software is that if you don't pay for the entire package, you won't be able to utilize this software to it's fullest.

Response from Doc.It

Thank you for your anonymous review. Happy to hear that you are pleased with Doc.It Suite.
Please keep in mind that we have packages that were introduced in 2018 - Doc.It Connect and Doc.It Explore - which are smaller versions of the Suite. If you feel those might be a better fit for the features you're using, please feel free to reach out to us and we can discuss. [email protected]

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Dan W.
Industry: Accounting
Company size: 11-50 Employees

Doc-It supports our accounting firm in using documents in pdf form, scanning, creating and archiving

Used Daily for 2+ years
Reviewed on 2017/05/12
Review Source: Capterra

The Doc-It software allows a mid sized firm to support all staff with an effective way of moving documents, and work with them without print to paper. Doc-It has supported our growth in scanning and archiving client data in an effective way. We insist that all staff use Doc-It in the approval of time reporting, so all staff use Doc-It daily and it has become a trusted part of every day in the office.

Pros

Doc-It delivers the tools that let our staff work with reduced print. We have archived over 15 years worth of documents, and the archive allows for immediate access to the document you want, be it tax, correspondence or financials without having to open Word, Taxprep, CaseWare or CTF research while the client is on the phone.

The Doc-It pdf editor and Doc-It scanner software organizes pdfs we create and let's us edit and work with pdfs effectively at a low cost per staff person.

Our clients like the portal software, where we host the portal in-house using secure SSL transport stra

Cons

We don't utilize most of what Doc-It can do. Work Flow software is our next piece we will implement, so I can't comment on that.

We do not try to scan all personal tax documents, and the scanning to tax returns is not cost effective for us at this time.

Response from Doc.It

Dan: Thanks for the feedback. We will be hosting a webinar on workflow near the end of June. (invites going out next week) This is an opportunity to see what our workflow can do for you and your firm. There is configuration and training to follow.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Shabir L.
Industry: Accounting
Company size: 11-50 Employees

steadily declined over the years as Docit grew. Standard answer from support is "the next update"

Used Daily for 2+ years
Reviewed on 2017/05/17
Review Source: Capterra

At one time the benefits were big - especially when we went paperless. Today, i'm not sure the benefits outweigh any other PDF archiving and markup solution.

Pros

The integration with caseware for each of printing and the ease to which PDF documents can be marked up. Works well in the field as well.
Once the setup matter are dealt with on Portal (see below) use of portal is simple and easy.

Cons

Lack of ability to use with multiple locations having access to the archive other than over a terminal server.
Every time something is wrong and we talk to tech support - the response is "we hope that is in the next update"
The software crashes A LOT. Daily for some people. Especially when trying to email a document from Inbox - or trying to combine a number of documents. Or opening a document and turning on bookmarks.
The portal setup for a client and related instructions are utterly useless. Support knows this and nothing has been done - looks like the instructions are printed on a dot-matrix printer. I would NEVER want to send my client a document that looks like that, so I have to create my own document with instructions for my client. The automatically generated email says that the instructions are in the PDF. In fact, the PDF only has a username and password. No instructions, no link or web URL for the client to navigate to and certainly no instructions at all. This might be one of the most poorly designed things in Doc-it.

Response from Doc.It

Shabir: I'm sorry to hear you feel this way. We recently heard you were having some problems and I know my team has reached out to you. Please respond to him and we can attack the issues. I am confident we can turn this around and re-establish your confidence in us, our product and our support team.
Kevin, COO

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Jill J.
Industry: Accounting
Company size: 1 001-5 000 Employees

Doc.It is a Really Good DMS

Used Daily for 2+ years
Reviewed on 2020/02/08
Review Source: Capterra

Pros

As a DMS (Document Management System), Doc.It is great. We used the software since 2011 and only switched when our firm merged with a larger firm that did not use Doc.It. The software is user friendly and is logically organized and the user can customize. The PDF editor is also great...easy to use and applicable to people that work in tax and accounting. I miss Doc.It.

Cons

Doc.It's customer service is a little on the slow side. This does not appear to be due to caring about their customers, they just appear to be understaffed. It would be nice if they added the drop and drag feature to the Doc.It portal.

Response from Doc.It

Jill,

Thank you very much for your review of Doc.It. Doc.It also misses you!

We have come along way on the support side so that area has improved. We also totally revamped the portal and the portal is now treated like a binder so drag-and-drop is possible! We hope to see you back as a client one day.

Thank you for your continued support!

- Kevin Sharma
Director of Sales & Marketing

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Jason R.
Industry: Accounting
Company size: 11-50 Employees

Favorable and productive

Used Daily for 2+ years
Reviewed on 2017/05/12
Review Source: Capterra

Efficient workflow.

Pros

Helps our firm work more efficiently. Keeps us more organized and on track. I like that rules can be set to lock files down so they can't be edited or deleted.

Cons

I really wish files could be edited without having to open them up in the PDF editor. It would be so useful and a time saver to be able to edit documents in the preview window. I also really wish email files could be drag and dropped into the application easily without having to print them to my inbox and then save them over. I also do not like the roll forward process. It's cumbersome and requires a lot of our staff resources.

Response from Doc.It

Jason: Thank-you for your feedback. We have heard the previewer one before. We will be making that a true previewer (including MS office document formats) and then the behavior will be consistent across all types. That is why we have resisted. You should be able to drag and drop from Outlook. Please contact our customer care team for assistance. Noted on the roll forward process. I think we can make that more efficient.

Kevin, COO

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8,2/10
Based on 22 user ratings
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Doc.It Suite Pricing

Doc.It Suite Pricing

Starting from
US$26,00/month
Free Trial
Subscription
Value for money

Doc.It Suite is available on monthly subscriptions for minimum 3 licenses. Details include:
3 to 40 licenses - $26/license/month
More than 40 licenses - $36/license/month

Doc.It Suite is available on monthly subscriptions for minimum 3 licenses. Details include:
3 to 40 licenses - $26/license/month
More than 40 licenses - $36/license/month

Value for Money
4/5
Based on 22 user ratings
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Doc.It Suite Features

Doc.It Suite Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4/5
Based on 22 user ratings
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Categories

Additional information for Doc.It Suite

Additional information for Doc.It Suite

Key features of Doc.It Suite

  • Approval Process Control
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Document Indexing
  • Document Management
  • Document Storage
  • Fax Management
  • Forms Management
  • Full Text Search
  • Mobile Access
  • Offline Access
  • Print Management
  • Project Management
  • Task Management
  • Version Control
  • Watermarking

Doc.It Suite FAQs

Doc.It Suite FAQs

Below are some frequently asked questions for Doc.It Suite.

Q. What type of pricing plans does Doc.It Suite offer?

Doc.It Suite offers the following pricing plans:

Starting from: US$26,00/month

Pricing model: Subscription

Free Trial: Not Available

Doc.It Suite is available on monthly subscriptions for minimum 3 licenses. Details include: 3 to 40 licenses - $26/license/month More than 40 licenses - $36/license/month

Q. What are the main features of Doc.It Suite?

Doc.It Suite offers the following features:

  • Approval Process Control
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Document Indexing
  • Document Management
  • Document Storage
  • Fax Management
  • Forms Management
  • Full Text Search
  • Mobile Access
  • Offline Access
  • Print Management
  • Project Management
  • Task Management
  • Version Control
  • Watermarking

Q. Who are the typical users of Doc.It Suite?

Doc.It Suite has the following typical customers:

Small Business, Mid Size Business

Q. What languages does Doc.It Suite support?

Doc.It Suite supports the following languages:

English

Q. What type of pricing plans does Doc.It Suite offer?

Doc.It Suite has the following pricing plans:

Subscription

Q. Does Doc.It Suite support mobile devices?

Doc.It Suite supports the following devices:

Android, iPhone, iPad

Q. What other apps does Doc.It Suite integrate with?

We do not have any information about what integrations Doc.It Suite has

Q. What level of support does Doc.It Suite offer?

Doc.It Suite offers the following support options:

Phone Support, Online Support, FAQs, Knowledge Base, Video Tutorials