Doc.It Suite 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Doc.It Suite

4.0

(24)

Pricing

Starting at $27.00 per month

About Doc.It Suite

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.

Doc.It Suite Screenshots

Doc.It Suite Pricing and Plans

Starting price: $27.00 per month

Free Trial

Free Version

Doc.It SUITE On-Prem

$27.00

per month

Plan includes:

Advanced Reporting
AFR (Form Recognition)
Archive
Audit Trail & Event Log
Autofile
Budget/Actual
Capacity Time Reports
Caseware Integration
Check-In/Check-Out
Cloud Deployable

Doc.it SUITE Cloud

$50.00

per month

Plan includes:

Advanced Reporting
AFR (Form Recognition)
Archive
Audit Trail & Event Log
Autofile
Budget/Actual
Capacity Time Reports
Caseware Integration
Check-In/Check-Out
Cloud Deployable

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Doc.It Suite Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of Doc.It Suite
Accounting
Approval Process Control
Approval Workflow
Business Process Automation
Client Management
Client Portal
Configurable Workflow
Customizable Dashboard
Customizable Reports
Data Import/Export
Document Automation
Document Capture
Document Management
Document Review
Document Storage
Document Templates
Due Date Tracking
File Recovery
For CPA Firms
Forms Management
Full Text Search
Mobile Access
Offline Access
Optical Character Recognition
Project Management
Reporting/Analytics
Reporting & Statistics
Rules-Based Workflow
Search/Filter
Secure Data Storage
Status Tracking
Tagging
Task Management
Timer
Time Tracking
Workflow Configuration
Workflow Management

Doc.It Suite User Reviews

Overall Rating

4.0

Ratings Breakdown

38%

42%

13%

Secondary Ratings

Ease of Use

4.0

Value for money

4.0

Customer support

4.1

Functionality

3.9

Tre Y.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2023

Recommend Doc.it Suite for mid to large firms

Customer support has always been top-notch. Appreciate the help and effort!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great product when installed on a server and all parties have access and you are not having to grant access all the time. Lets coworkers work on their own and not need to constantly bother others for access to documents.

Cons:

Really wish that there was not a minimum of 3 users limit. I would love to use this in my new business but can not justify the cost for 1-2 users when I have to pay for 3 licenses regardless.

Vendor Response

Tre, Greatly appreciate your feedback and happy to hear that you enjoy using Doc.It. Sorry about the 3 licenses min, I don't know if that is something we will change in the future with cloud or not. We do have some 1-2 person firms that pay for the 3 licenses though. If you ever need anything please don't hesitate to reach out. We appreciate you!

Replied July 2023

Bryan W.

Verified reviewer

Accounting

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2019

Doc-IT - Robust and Essential

Excellent. The customer service is excellent. 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. Very refreshing. Updates are easy and support is always offered to help you initiate any updates.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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. Doc-It made it easy. It's extremely flexible in terms of customization, allowing us to mimic all of the file categories we use in a paper world into a virtual one. Easy to use, staff training was minimal and most people pick it up immediately. 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.

Cons:

The workflow module is a little too rigid for my firm. This is a very complicated process to make one size fits all, so I understand it is not for everyone. With that being said, other organizations should certainly benefit from it, just not ours.

Vendor Response

Bryan, Thank you very much for your review of Doc.It. We're happy to hear that you're pleased with our product and customer service. We are actually having meetings as we speak to discuss how we can improve workflow so please pay attention to our e-Newsletter for updates. - Kevin Sharma, Director of Sales & Marketing

Replied December 2019

Shabir L.

Accounting

11-50 employees

Used daily for more than 2 years

Reviewed May 2017

steadily declined over the years as Docit grew. Standard answer from support is "the next update"

At one time the benefits were big - especially when we went paperless. Today, i'm not sure the benefits outweigh any other PDF archiving and markup solution.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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. Once the setup matter are dealt with on Portal (see below) use of portal is simple and easy.

Cons:

Lack of ability to use with multiple locations having access to the archive other than over a terminal server. Every time something is wrong and we talk to tech support - the response is "we hope that is in the next update" The software crashes A LOT. Daily for some people. Especially when trying to email a document from Inbox - or trying to combine a number of documents. Or opening a document and turning on bookmarks. The portal setup for a client and related instructions are utterly useless. Support knows this and nothing has been done - looks like the instructions are printed on a dot-matrix printer. I would NEVER want to send my client a document that looks like that, so I have to create my own document with instructions for my client. The automatically generated email says that the instructions are in the PDF. In fact, the PDF only has a username and password. 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.

Vendor Response

Shabir: I'm sorry to hear you feel this way. We recently heard you were having some problems and I know my team has reached out to you. Please respond to him and we can attack the issues. I am confident we can turn this around and re-establish your confidence in us, our product and our support team. Kevin, COO

Replied May 2017

Dan W.

Accounting

11-50 employees

Used daily for more than 2 years

Reviewed May 2017

Doc-It supports our accounting firm in using documents in pdf form, scanning, creating and archiving

The Doc-It software allows a mid sized firm to support all staff with an effective way of moving documents, and work with them without print to paper. Doc-It has supported our growth in scanning and archiving client data in an effective way. We insist that all staff use Doc-It in the approval of time reporting, so all staff use Doc-It daily and it has become a trusted part of every day in the office.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Doc-It delivers the tools that let our staff work with reduced print. We have archived over 15 years worth of documents, and the archive allows for immediate access to the document you want, be it tax, correspondence or financials without having to open Word, Taxprep, CaseWare or CTF research while the client is on the phone. The Doc-It pdf editor and Doc-It scanner software organizes pdfs we create and let's us edit and work with pdfs effectively at a low cost per staff person. Our clients like the portal software, where we host the portal in-house using secure SSL transport stra

Cons:

We don't utilize most of what Doc-It can do. Work Flow software is our next piece we will implement, so I can't comment on that. We do not try to scan all personal tax documents, and the scanning to tax returns is not cost effective for us at this time.

Vendor Response

Dan: Thanks for the feedback. We will be hosting a webinar on workflow near the end of June. (invites going out next week) This is an opportunity to see what our workflow can do for you and your firm. There is configuration and training to follow.

Replied May 2017

Jill J.

Verified reviewer

Accounting

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed February 2020

Doc.It is a Really Good DMS

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

As a DMS (Document Management System), Doc.It is great. We used the software since 2011 and only switched when our firm merged with a larger firm that did not use Doc.It. 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. I miss Doc.It.

Cons:

Doc.It's customer service is a little on the slow side. This does not appear to be due to caring about their customers, they just appear to be understaffed. It would be nice if they added the drop and drag feature to the Doc.It portal.

Reasons for choosing Doc.It Suite

Doc.It filled the need for a DMS and was not overly expensive.

Vendor Response

Jill, Thank you very much for your review of Doc.It. Doc.It also misses you! We have come along way on the support side so that area has improved. We also totally revamped the portal and the portal is now treated like a binder so drag-and-drop is possible! We hope to see you back as a client one day. Thank you for your continued support! - Kevin Sharma Director of Sales & Marketing

Replied February 2020

Verified

Reviewer

Accounting

5001-10000 employees

Used daily for less than 2 years

Review source

Reviewed November 2019

Doc.It Suite Review

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like most about Doc.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.

Cons:

What I like least about this software is that if you don't pay for the entire package, you won't be able to utilize this software to it's fullest.

Vendor Response

Thank you for your anonymous review. Happy to hear that you are pleased with Doc.It Suite. Please keep in mind that we have packages that were introduced in 2018 - Doc.It Connect and Doc.It Explore - which are smaller versions of the Suite. If you feel those might be a better fit for the features you're using, please feel free to reach out to us and we can discuss. info@doc-it.com

Replied April 2020

Juli B.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed December 2023

Unsatisfied

Frustrating, time-consuming, disappointing

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I like the way the software organizes documents. If you only use it to archive work that is already complete, it would work well.

Cons:

It crashes and does not save work. It is VERY slow. Doing the most minor tasks takes so much more time than when we were just working off our own server. And who has extra time during tax season?

Vendor Response

We apologize for the issues that you are having with the software and are happy and eager to address them for you. Please reach out to our support group at support@doc-it.com and they will help resolve any outstanding issues you are having with our software.

Replied December 2023

Anthony M.

Verified reviewer

Accounting

51-200 employees

Used daily for more than 2 years

Review source

Reviewed October 2018

Good Tax Database for Small to Medium Sized Firms

Using Doc.it Suite at a small/Local accounting firm (roughly staff of 60 professionals) to track and manage workflow of the tax department and use as a database for working papers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The workflow management ability to assign binders to and from staff members.

Cons:

The Universal Reported function can take long at time when generating reports.

Vendor Response

Thanks Anthony. We always appreciate the feedback from users. There will be an update out soon with Universal Reporter enhancements.

Replied October 2018

Jason R.

Accounting

11-50 employees

Used daily for more than 2 years

Reviewed May 2017

Favorable and productive

Efficient workflow.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Helps our firm work more efficiently. Keeps us more organized and on track. I like that rules can be set to lock files down so they can't be edited or deleted.

Cons:

I really wish files could be edited without having to open them up in the PDF editor. It would be so useful and a time saver to be able to edit documents in the preview window. I also really wish email files could be drag and dropped into the application easily without having to print them to my inbox and then save them over. I also do not like the roll forward process. It's cumbersome and requires a lot of our staff resources.

Vendor Response

Jason: Thank-you for your feedback. We have heard the previewer one before. We will be making that a true previewer (including MS office document formats) and then the behavior will be consistent across all types. That is why we have resisted. You should be able to drag and drop from Outlook. Please contact our customer care team for assistance. Noted on the roll forward process. I think we can make that more efficient. Kevin, COO

Replied May 2017

Stephen G.

Accounting

11-50 employees

Used daily for more than 2 years

Reviewed May 2017

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

Ease of looking up items (just a few clicks and we have what we need), central repository, ease of scanning and sorting items. A lot less paper. Logging and tracking work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Once set up it is very easy to use and maintain. Customer Support is stellar. Offers more features and functionality without add-ons than the competition. They take feedback well and generally put in the features we ask for or help to resolve any issues we have - features, functionality and/or troubleshooting new items.

Cons:

Not fluid integration with all CCH and ThomsonReuters products - due to not being part of their suites. Would like it to be a little faster - recent improvements have helped, but it still needs to be faster.

Vendor Response

Stephen: Thank you for your feedback. We appreciate it and it guides our development. In addition, we are always looking for ways to reduce clicks and speed up the system. Kevin, COO

Replied May 2017

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Doc.It Suite 2026: Benefits, Features & Pricing

Overview

About Doc.It Suite

Doc.It Suite Screenshots

Doc.It Suite Pricing and Plans

Doc.It Suite Features

Doc.It Suite User Reviews

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