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Doc.It is the answer to document management, workflow, and portal for accounting firms. We create solutions to improve data security, enhance client services, and consolidate applications. Our industry expertise delivers greater value, tailored services, and customer-driven development.
Doc.It, with over 13,000 users, has a Suite of tools that includes:
- Document Management
- WorkFlow
- Scan and Organize Tools
- PDF Editor
- Web Portal
- Doc.It Go Mobile App
Doc.It is integrated with all major tax, engagement and time & billing applications in the industry. Many accounting firms can replace up to 7 software tools with the Doc.It Suite.

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