Doc.It Suite

By Doc.It

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What is Doc.It Suite?

Doc.It Suite is a powerful document management software designed for accounting firms and professional service providers. Many people casually refer to it as doc it or even document it because the platform centralizes all files, workpapers, and client documents in one streamlined system. It works as a secure, all-in-one dockit software solution to help teams manage workflows, automate tasks, and improve collaboration.

Pricing of Doc.It Suite

Doc.It SUITE On-Prem

USD 27.00

Per Month

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Advanced Reporting
AFR (Form Recognition)
Archive
Audit Trail & Event Log
Autofile
Budget/Actual
Capacity Time Reports
Caseware Integration
Check-In/Check-Out
Cloud Deployable
Customizable Folder Templates
Customizable Workflow Templates
Custom Report Builder
Digital Signatures
Docusign Esignature Integration
Encryption
File Storage
Job Duplication
Microsoft Office Integration
Mobile App Compatible
On-Premise Deployable
PDF Editor
Prepared-by-Client
Quick Searching & Filtering
Retention Policies

Doc.it SUITE Cloud

USD 50.00

Per Month

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Microsoft Office Integration
Mobile App Compatible
On-Premise Deployable
PDF Editor
Prepared-by-Client
Quick Searching & Filtering
Retention Policies & Purge Manager
Scanning Interface & OCR
Search
Secure File Sharing
Staff Assignement Tracking
Stamps
Tax Software Integration
Tickmarks
Unlimited Client Portals
Work Binders
Workflow Dashboard
Workflow Default Assignments
Workflow Process Automation
Advanced Reporting
AFR (Form Recognition)
Archive
Audit Trail & Event Log
Autofile
Budget/Actual
Ca

Doc.It Suite

USD 36.00

/Month

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Work Binders
Store any file type
Check-In/Check-Out
Retention policies & purge manager
Customizable folder templates
Scanning interface & OCR
Search
PDF Editor
Tickmarks and Stamps
Digital Signatures
Archive
AFR (Form Recognition)
AutoFile to archive work binder & portal
Workflow dashboard
Budget/Actual
capacity time reports
Staff assignement tracking
Customisable workflow templates
Job duplication
Workflow Process Automation
Workflow Default Assignments
Unlimited Client Portals
Prepared-by-cli

Key Features of Doc.It Suite

Key Features:

Client Portal
Client Management
Document Management
For CPA Firms
Time Tracking
Due Date Tracking
Approval Workflow
Project Management

Key Specification

Other Categories:	Accounting Practice Management Software
Deployment:	Cloud Hosted,Hybrid,On Premise,Any
Customer Support:	Phone,Email,Live Chat
Languages Support:	English

Who uses Doc.It Suite

StartUps

SMEs

Agencies

Enterprises

Company Details

Company Name:	Doc.It
Headquarter:	Canada
Social Media:

Doc.It Suite Description

Who Uses Doc.It Suite?

Doc.It Suite is commonly used by:

Accounting firms and CPA offices
Tax professionals
Audit teams
Bookkeepers and financial consultants
Firms that handle high-volume document processing
Businesses looking for efficiency beyond basic file tools (especially those searching for reliable alternatives after reading any docdesk review)

Why Choose Doc.It Suite?

Organizations choose Doc.It Suite because:

It provides full lifecycle document control.
It reduces manual filing errors.
It integrates smoothly into existing firm workflows.
It enhances team productivity with automation.
It ensures compliance-friendly document handling.

The platform is trusted for its long-standing reputation in helping firms organize and manage high volumes of data efficiently.

Benefits of Doc.It Suite

Centralized Document Storage: Store, categorize, and retrieve files easily.
Improved Team Collaboration: Everyone works from one secure environment.
Reduced Paperwork: Eliminates physical storage needs and misplaced documents.
Workflow Automation: Speeds up onboarding, tax prep, audits, and recurring tasks.
Enhanced Data Security: Helps firms protect confidential client information.
Better Workpaper Management: Perfect for firms that demand consistent file accuracy.

Features of Doc.It Suite

Document Management System (DMS): Complete control over all firm files.
Workflow Manager: Assign tasks, track status, and improve accountability.
Workpaper Binder: Organize tax and audit files in a structured and consistent format.
PDF Editor: Annotate, highlight, merge, and prepare documents.
Scanner & Indexing Tools: Automatically categorize scanned documents.
Client Portal: Secure file sharing with clients.
Email Management: Archive and manage client-related emails effectively.

How to Use Doc.It Suite?

Doc.It Suite is simple to adopt:

Install the software for your team.
Set up folders and workflow rules according to firm processes.
Upload or scan documents into the system.
Use workflow tools to assign tasks and monitor deadlines.
Manage files using the binder system for tax or audit work.
Share documents with clients through the portal for fast approvals.

Its intuitive design makes it ideal for firms transitioning from manual setups.

Doc.It Suite Demo

A demo typically covers:

How the workpaper binder functions
How documents are stored and retrieved
Workflow automation steps
Client portal usage
PDF editing and scanning features

The demo helps firms understand how the system can replace disorganized document workflows.

Doc.It Suite Pricing

Pricing for Doc.It Suite depends on:

Team size
Required modules
Document storage needs
Additional workflow tools

Although exact numbers vary, most firms consider the cost reasonable because it replaces multiple manual processes and improves overall efficiency.

Doc.It Suite Review

Based on user feedback and docdesk review comparisons:

Pros: Strong document control, easy workflow automation, excellent for tax/audit firms, secure portal.
Cons: Interface may feel traditional to some users, training needed for full adoption.
Overall: Doc.It Suite is considered a reliable and mature tool that greatly improves how firms manage documents and collaborate.