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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

Efficient workflow.

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.

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.