About 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.

Pricing starting from:

US$26,00/month

  • Free Trial
  • Subscription

Devices

Business size

S M L

Pricing starting from:

US$26,00/month

  • Free Trial
  • Subscription

Images

Doc.It Suite dashboard
Doc.It Suite archive explorer
Doc.It Suite assignments
Doc.It Suite binder explorer
View 5 more
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

Features

Total features of Doc.It Suite: 60

  • Access Controls/Permissions
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Built-In Database
  • Business Process Automation
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Customizable Dashboard
  • Customizable Reports
  • Data Capture and Transfer
  • Data Import/Export
  • Data Migration
  • Data Storage Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Signature
  • Fax Management
  • File Conversion
  • File Recovery
  • File Sharing
  • For CPA Firms
  • Forms Management
  • Full Text Search
  • Indexing
  • Mobile Access
  • Offline Access
  • Optical Character Recognition
  • PDF Conversion
  • Partner Portal
  • Policy Management
  • Print Management
  • Project Management
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Third Party Integrations
  • Time Tracking
  • Version Control
  • Watermarking
  • Workflow Configuration
  • Workflow Management

Alternatives

Quixy

4,8
#1 Alternative to Doc.It Suite
Quixy is a cloud-based No Code digital transformation platform that empowers business users with no coding skills to...

Widen Collective

4,4
#2 Alternative to Doc.It Suite
The Widen Collective brings your digital assets into one scalable solution. Gain visibility, access and control into...

QT9 QMS

4,5
#3 Alternative to Doc.It Suite
The most adaptable & easy to use quality management software. The QT9 QMS is a highly modular web-based system designed...

Asana

4,4
#4 Alternative to Doc.It Suite
Asana is a work and project management solution for teams. You can organize everything—from company objectives to...

Reviews

Overall rating

4,1 /5
(22)
Value for Money
4/5
Features
4/5
Ease of Use
4/5
Customer Support
4,1/5

Already have Doc.It Suite?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 22
Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: 5 001-10 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Doc.It Suite Review

Reviewed on 2019/11/15

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

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]

Dan W.
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

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

Reviewed on 2017/05/12

The Doc-It software allows a mid sized firm to support all staff with an effective way of moving...

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.

Shabir L.
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

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

Reviewed on 2017/05/17

At one time the benefits were big - especially when we went paperless. Today, i'm not sure the...

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

Bryan W.
Overall rating
  • Industry: Accounting
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Doc-IT - Robust and Essential

Reviewed on 2019/12/06

Excellent. The customer service is excellent. Feels like they take a true vested interest in your...

Excellent. The customer service is excellent. Feels like they take a true vested interest in your satisfaction. You don't feel like you're dealing with a large tech company, but a family business. Very refreshing. Updates are easy and support is always offered to help you initiate any updates.

Pros

It is very feature rich. In an attempt to modernize our office our first challenge was how to go about turning dozens of filing cabinets into a virtual, paperless environment. Doc-It made it easy. It's extremely flexible in terms of customization, allowing us to mimic all of the file categories we use in a paper world into a virtual one. Easy to use, staff training was minimal and most people pick it up immediately. Most exciting, the PDF Editor/viewer is included. For less then the cost of one Acrobat license, I get a very comparable PDF Editor plus so much more.

Cons

The workflow module is a little too rigid for my firm. This is a very complicated process to make one size fits all, so I understand it is not for everyone. With that being said, other organizations should certainly benefit from it, just not ours.

Response from Doc.It

Bryan,

Thank you very much for your review of Doc.It. We're happy to hear that you're pleased with our product and customer service.
We are actually having meetings as we speak to discuss how we can improve workflow so please pay attention to our e-Newsletter for updates.

- Kevin Sharma, Director of Sales & Marketing

Jason R.
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Favorable and productive

Reviewed on 2017/05/12

Efficient workflow.

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

Showing 5 reviews of 22 Read all reviews

Doc.It Suite FAQs

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

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

We do not have any information about Doc.It Suite features

Doc.It Suite has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000

We do not have any information about what languages Doc.It Suite supports

Doc.It Suite supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

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

Doc.It Suite offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Doc.It Suite.