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.

We love the fact that we can create documents that we can share with other community partners and know that it is safe and confidential if needed.

I love using Docs and being ensured that my work is not going anywhere. Being able to pop in and pick up on projects from home, on my phone, tablet etc is super nice.

The perfect integration in the framework of G-Suite helps a Start-Up like mine to quickly design, edit and share informative and marketing documents.

The most outstanding thing of the google docs is that its free of cost. User have different kind of templates that can be used.

I am concern about security and data breaches. If your data will be leaked or someone else gets access to your document, it will be a disaster.

I love Google Docs and am so glad I switched over to using it. It has saved me time and money and has helped me become more efficient as a teacher.

Ease of use, zero cost to use, accessible from every device (computer, tablet, smartphone), and reliable. I also love the auto save feature.

The experience is great - greatly improve collaboration, save money, secure documents, and do everything you need at any device at any time.

It's super easy to use and intigrates with the other Google suite of software. Love having it on the cloud for global access.

The best thing I love about this software is the ability to share and see the edits real time.

The customer service response was brilliant and incredibly helpful, leading to a resolve usually within 48 hours.

This product works great for saving files, editing,  and sharing. The collaboration factor and ease of use is awesome.

This software is an excellent way of editing the same document with multiple users at the same time. I like the software because it automatically saved the edits and made our lab group life easy.

Very user friendly, stores all of my documents in a secure and readily accessible location, ease of use and very convenient.

Sometimes I feel some other party may have access to your files, or restricted access can be breached especially when you see more scary news.

The ease of use and ability to jump in and quickly create a document to share with a team is amazing.

I loved the ability to share documents between team members. I also liked the ability to save the Docs to Drive so I could access them on any device I had with me at the time.

It gives me great peace of mind knowing that the information i need is organized and ready when i am. Its user friendly and customer support is helpful.

The ease of sharing information is extremely helpful. I also love the feature that I can see who has added/edited what on the various docs.

Google Docs is great, I can improve my tasks with the help of Google tools. Very practical and useful.

What can I say, I love everything about Google Docs, It is super easy to use and the functionality is great. I love the simplicity of converting and creating spreadsheets and files, Brilliant.

I like the ease of setting up folders and subfolders. I like the ability to programmatically interface with Google docs through an API.

Overall I love this program and will definitely be continuing to use. It is easy, reliable, and gives me confidence.

Also, as someone who has fallen victim to Apple's pressure to buy a MacBook, as initially thought, has led to me having not enough RAM storage.

Since my clients are online, the ability to share documents and allow them to make notes is priceless. The ease with which I was able to integrate my knowledge of Word into using docs was welcome.

The best Software to be recommended and used Worldwide. It's been great working since I have installed and in the near future as well.

What I dislike most is Google product lack focus and are half baked. Google Slides is horrible and cannot believe that this has not been improved.

It is amazing, very useful I would like to have a native app on windows or macOS that is the only thing.

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

Google Docs is a web-based document management application designed to help users create and edit documents in real-time. The platform allows employees to collaborate with internal and external stakeholders, add comments and access custom templates for resumes and project reports via a unified portal.

Google Docs offers a variety of features such as activity tracking, data export, document generation, file sharing, secure data storage, project management and more. It enables professionals to format text and paragraphs, embed photos, add links and modify fonts. Additionally, it lets managers highlight text, accept or reject suggestions and interact with other users using the chat functionality.

Google Docs is available to users for free and on monthly subscriptions. Support is extended via email, documentation, helpdesk and other online measures.

Doc.It Suite vs Google Docs

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