Doc.It Suite makes accounting firms more efficient and effective as they gather, process, store and deliver documents. We are uniquely positioned as value-priced best-of-breed full suite of software designed specifically for accountants.
Doc.It integrates with all Tax (CCH, Thomson, Lacerte, etc.) software, time & billing, and multiple Engagement (Caseware, CCH, etc.) solutions. Doc.It includes a complete suite of tools that often consolidates 4-5 other programs you might be using and could potentially save your firm 50% annually. The Suite includes:
- Document Storage & Management - retention, full document search, version control, consistent file naming
- Workflow - due date tracking, staff task assignment
- Web Portal - 2-way delivery of documents
- PDF Editor - No need to purchase Adobe (now ~$15/user/month). Calculator, tick-marks and stamps built-in
- Scan & Organize tools - full search (OCR) and auto form naming and sorting
Ask your peers about Doc.It, here are a few CPAFMA Member Firms using Doc.It daily:
- A.M. Peisch & Company, LLP
- Alexander Aronson Finning CPAs
- Berberich Trahan & Co., P.A.
- Bollenback & Forret, P.A., CPAs
- BWTP P.C.
- Jones, Nale & Mattingly
- Junkermier, Clark, Campanella, Stevens P.C.
- Lewis, Hooper & Dick, LLC
- Price, Kong & Company, CPA's
- WSW CPAs