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.

It’s the best professional level software for any office or school. Very reliable and super user friendly.

I grew up with this software, it was taught to me at school and I thought it was the only way to do things. I was in love with Microsoft 365, its useful, accessible and easy to use tools.

I love that the programs integrate seamlessly and can store files online in the SharePoint platform for ease of use when sharing documents for collaboration.

It's very easy to use and the fact that you are able to not only switch between them very quickly and seamlessly, but the fact that they integrate with one another is amazing.

Overall experience is great start from installing to using and updating yearly in the organisation. It just takes care of its own when it comes to updating which is great.

It is terrible on mobile or even if you just have the admin panel taking up half of your screen. Can be frustrating to work with.

The overall suite is nice to collaborate with fellow employees on specifically Microsoft Teams is amazing for collaboration.

My overall experience is good  I would recommend this program to everyone. I have had a positive experience  with this program.

If I have no internet connection then I an not able to access anything which can be frustrating if I am out somewhere with no connection.

My experience with Microsoft 365 has been great. I really like using the software because it helps me with business letters and eeseach.

It's nice to have a one-stop-shop for all of your needs. That makes it super helpful because it works across platforms.

Non profit pricing is excellent. Love the Office 365 Exchange much better than on-site.

Customer Service is included in the cos,  I have had to call them a couple of times and have been taken care of by a real person and they have resolved whatever issue I was having.

Everything you love about the disk version of Microsoft but in the cloud. Super easy to use, super easy to share - and you can plugin in Grammarly.

I like some of the apps that you can integrate with the system. They are superior and more advanced.

There are many things that I love about this program. The price point is fantastic, especially considering all the resources you get for a small monthly fee.

It's super easy to setup for my employees. I get the peace of mind they are using the best.

And all includen in the same plan. I use it in my work space and its amazing, the flexibility and the integration is amazing.

I like the ease of use of Office 365. It is a great value for the money and helps me keep all of my business information easily accessible.

The auto quarantining is a bit aggressive and sometimes has false positives. As an admin I can release them so no email is lost, but still a bit annoying.

I love that they offer Office 365 for free to use, and I love the ease of most of their apps, such as Microsoft Word, and a few other docs.

Doing the same search query on desktop vs. browser will consistently return different results, which is particularly frustrating. The calendaring system has also gotten worse over the years.

The overall experience has been wonderful. Even the customer support was a pleasant surprise, compared to others.

It was a godsend to have 365 in place, because I was able to move my business out of the office as needed during the more challenging springtime, and now have the option to work from home as desired.

The microsoft suite is amazing because it is compatible with pretty much everything now. Making documents is great because it has review things where you can send things to other people.

Microsoft Support is horrible and it takes an incredibly long time to get through to them if you have a problem.

Overall Microsoft 365 is an amazing product with great features and wonderful customer service.

The customer service staff is amazing and well trained. My experience with Office 365 has been amazing and I will continue using this product.

It’s been a great product and I like having mag programs to get various jobs done. Price point is good and quality is great.

The worst thing would be that its hard to recover lost excel documents as they don't show in recent workbooks.

I love that this program is very easy to use and has lots of functionality. I also love that there is a place to find answers when necessary.

Great suite of products. With Excel, Word, and Outlook being at the forefront of the great softwares that are part of office 365.

Ease of use and the ability to communicate and share your screen with coworkers. Great part of the Office 365 suite.

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

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

HP-UX

Solaris

Unix

IBM OS/400

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

Not Applicable

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

Microsoft 365, formerly Office 365, is a suite of office collaboration and productivity applications. The software encompasses modules that enables the use of Microsoft Office suite and cloud-based solutions such as Skype, Exchange and SharePoint. While Microsoft 365 can be deployed through single sign-on leveraging an Active Directory, the software’s functions can be configured on the online portal. It provides products such as OneDrive, Outlook, OneNote, PowerPoint, MicrosoftTeams and SharePoint.


Primary features of Microsoft 365 comprise hosted services, office applications, updates, collaboration tools and Microsoft 365 Education. Additionally, users can leverage the suite for cross-platform efficiency, updated workflow, on-air meetings, cloud collaboration and email hosting.


Catering to businesses and homes, Microsoft 365 can be accessed via web, iOS or Android operating system. It also provides on-premise solution for enterprises. Support is provided via email, phone and an online help desk. Pricing is per user per month.



File Management

Commenting/Notes

Meeting Management

Email Monitoring

Two-Way Audio & Video

Presentation Tools

Project Templates

Activity Tracking

Data Synchronization

Templates

Calendar/Reminder System

Team Calendars

Communication Management

Brainstorming

Office Suite

Calendar Management

Room Booking

Template Management

Scheduling

Multiple Projects

File Transfer

Email Templates

Contact Management

Audit Trail

Notes Management

Booking Management

Discussions/Forums

Two-Factor Authentication

Address Book

Real-Time Notifications

Real-Time Updates

Email Management

Video Support

Customization

Alerts/Notifications

Multi-User Collaboration

Data Visualization

Reminders

Event Management

Multiple Format Support

Chat/Messaging

Customizable Templates

Response Management

Inbox Management

Multi-Language

To-Do List

Conferencing

Contact Database

Remote Access/Control

Appointment Management

Video Conferencing

Video Streaming

Task Progress Tracking

Microsoft Outlook Integration

Live Chat

@mentions

Image Editing

Productivity Tools

Microsoft 365 Business Basic: $6.00 Microsoft 365 Business Basic USD$6.00user/month
Microsoft 365 Business Standard: $12.50 Microsoft 365 Business Standard USD$12.50user/month
Microsoft 365 Business Premium: $22.00 Microsoft 365 Business Premium USD$22.00user/month

Doc.It Suite vs Microsoft 365

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Product Demo & Screenshots

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