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.

A very good document managment product with good support team. I find there is still growth to come.

It was very user friendly and easy to navigate. Really easy to organize thoughts and workpapers.

Good Tax Database for Small to Medium Sized Firms.

Still confused in the UI why you can access an archive via the archive explorer or binder explorer, and both can be made to have the same layout.

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.

The best feature is the quick accessibility of documents.

It Suite ensure that my work day is efficient and effective when it comes to document sorting and progress.

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.

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.

The updated calculator is horrible. Also, the program has become less user-friendly after the updates.

The ability to annotate and mark-up documents with ease and allows paperless record keeping. The customer support is great when any issues result.

Updates are easy and support is always offered to help you initiate any updates.

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.

Customer Support is stellar. Offers more  features and functionality without add-ons than the competition.

It team has proven to be very responsive and helpful. Highly recommended software.

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.

It was slow and ocassionally would lock me out of excel workbooks. Some data would get trapped if I accidentally opened a workpaper twice.

It crashes when I try to drag and drop from Outlook email. It crashes when I try to send an email with password protection and I drag and drop the protected pdf icon too quickly.

The best part of Doc It is its document organization. The archive and the editor are also excellent tools for any office.

The software is user friendly and is logically organized and the user can customize. The PDF editor is also great...easy to use and applicable to people that work in tax and accounting.

Clients tend to disregard the notifications as spam. Job Queue could be more user-friendly and offer more options.

Or opening a document and turning on bookmarks. The portal setup for a client and related instructions are utterly useless.

The integration between Scanning, OCR & archive is useful. Work in process binders helped clean up and organize document storage.

Doc-It  continually makes a better product at a better price and supports it well.

I like the fact that it integrates with a bunch of other things and makes it super useful for invoicing.

It had great tech support, excellent documentation, and superb online help. A great product for a very wide range of businesses.

QuickBooks by Intuit is a great accounting solution for small businesses as it is easy to use and has great support.

The update method and stability of the software is just poor. The file has to be repaired sometimes because it gets corrupted.

It can be a pain when you make a mistake and try to fix it. For some things, there are too many steps to fix the mistake.

Inventory  wtih the option to add photos and ability to connect my bank account are the best parts so far. Integration with a powerful CRM  (Method) that does not cost  a fortune.

This is absolutely ridiculous and appears to be by design. Shame on Intuit for this scheme to rip off its customers.

What I like the most about this super cool software is how easy it is to use compared to other softwares out there.

Sometimes the software will freeze up and I'll have to restart it to get it to work again. That is kinda annoying to have to do that.

I love the functionality of it and how user friendly it is. My favorite is integrating the bank and CC for easy reconciliation.

I don’t think there are any missing features or anything that I dislike  about this software.

Good reporting capabilities, ability to customize invoices and other functions is also great. Would recommend online over desktop version.

Seamless integration is a benefit. We have been using it for years and I like the continuous improvements that are made to the platform.

I like the ease of use of Quickbooks. The system is easy to navigate and they have helpful tooltips in case you have a question.

The price is very affordable. Good accounting reports and provides great flexibility with third party applications.

If you switch from the online version to the desktop version, it can be difficult. Also, the data is not automatically backed up so you have a risk of losing your data.

This is the best software for all size organizations. I love that it integrates with my bank account and gives me clear reports with visuals.

Help section is great and very informative. We use the reports feature a lot, and it is awesome to have so many reports to choose from to analyze how our business is doing financially.

Most I love about this software is that it is relieable pretty much good to be recommended for anyone.

In spite of its costs and its less-then-heavenly online assistance, QuickBooks Online wins our Editor's Choice honor for offering the best, thorough, helpful, and usable devices.

I really liked how this app is really great for small businesses with employees on-site. Once you learn the software you should be confident that Quickbooks is the best out there in the market.

I love that you can manage your personal and buianess finnances with ease and you have help through out the entire process.

US Dollar

Since 2001, Doc.It Suite, a document management platform, has been available to accounting and tax professionals. Doc.It Suite offers the user a variety of applications including document management, document capture & image-processing, and records management. The software addresses the 4-step process in a document’s lifestyle: gather, process, store, and deliver.


The web portal gives clients the ability to share documents and reports. Clients can also send files for processing. The policy manager feature ensures uniformity across the firm by applying the file naming and location policy to all documents as they’re gathered and prepared for storage.


Doc.It Suite integrates with other accounting applications, and is available as a monthly subscription service. Customers can log in to request support and gain access to resources and training videos, or they can call customer care during business hours to speak with a team member over the phone.






LongDescription

Optical Character Recognition

Document Templates

Status Tracking

Due Date Tracking

Time Tracking

Customizable Reports

Document Storage

Access Controls/Permissions

Workflow Configuration

Electronic Signature

Project Management

Approval Process Control

Rules-Based Workflow

Document Capture

Collaboration Tools

File Recovery

Full Text Search

Data Import/Export

Offline Access

File Conversion

Document Classification

Version Control

Configurable Workflow

For CPA Firms

Mobile Access

Client Portal

Forms Management

Workflow Management

File Sharing

Reporting & Statistics

Business Process Automation

Document Review

Document Automation

Real Time Reporting

Compliance Tracking

Reporting/Analytics

Customizable Dashboard

Approval Workflow

Client Management

Tagging

Secure Data Storage

Archiving & Retention

Third-Party Integrations

Task Management

Document Management

Document Generation

Search/Filter

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

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

Doc.It Suite

In Person

Live Online

Webinars

Documentation

Videos

QuickBooks Enterprise is an accounting solution designed for SMBs across different industry verticals such as construction, nonprofit distribution, manufacturing, and retail. With QB Enterprise solution, any business owner can expand business operations using advanced inventory, reporting, and invoice tools, in addition to premium support from Enterprise's CS and Payroll teams. Quickbooks includes inventory management, inventory tracking, expense tracking, payroll management, invoicing, multi-user management, advanced reporting tools, and more.

QuickBooks Enterprise offers customizable reporting tools that help users analyze data and make informed business decisions. With over 200+ auto-filled templates and 70 industry-specific reports, this Quickbooks accounting software helps businesses find the QuickBooks data to solve any business issue. Quickbooks advanced inventory tools allow businesses to gain visibility and control over the inventory management process with the ability to track inventory movement, automatically scan and update inventory items, manage any purchase order/sales order from one dashboard, and plenty more.

QuickBooks Enterprise also allows businesses to control, customize, and automate financial transactions with job costing tools, batch invoicing, invoice tracking, cash flow management, fixed asset tracking, sales tracking, payment processing, and more. Businesses also have to ability to scan and attach multiple documents including receipts and quotes for multiple accounting tasks. The tool enables businesses to arrange documents into categories and keep track of important accounting files. This solution also maintains a change log to record changes within each document with the proper date and time stamp.

QB also offers different QuickBooks software such as QuickBooks Premier and QuickBooks Pro that includes include different functionality and features.



Doc.It Suite vs QuickBooks Desktop Enterprise

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