Community Connections

The CPA Firm Management Association is excited to partner with service providers and organizations who support our members and their respective firms with quality offerings. To learn more, visit one of our partners pages or contact CPAFMA to learn more.


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:

Ask your peers about Doc.It, here are a few CPAFMA Member Firms using Doc.It daily:

If you are interested in learning more contact Kevin Sharma at or (888) 693-6248 Ext. 1. Visit and join a webinar to see if Doc.It can help your firm.