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.

But I guess this is in each and everyone developer's hand. So maybe a guideline on what not to do to avoid performance losses.

The only problem I have is when updating the version and the pages tend to have problems of accommodation.

It does create good websites, with pretty much good features and integration among objects, which facilitates structuring and maintaining.

It is very easy to use and it has a lot of features. Everyone can build amazing website with beautiful templates.

It's a very helpful software/website in helping you learn and create your very own website for an affordable price.

Also when there is an error it is very difficult to figure out how to solve it because there is no support (obvious for open source but still a problem).

Wordpress is really great for people who do not code but want to have a website. It has lot of additional integrations available which help you build websites which are scalable.

The customer service is the worst. Whenever I email them with a problem, they sometimes don’t fix it for weeks and I have to keep reminding them.

My overall experience with Wordpress is Fantastic. It is one of the best software I have come across.

Currently my website had all the plug-ins crash, and they all disappeared, so keep in mind that WP is notorious for needing to troubleshoot your website once in a while.

On the beginning I have a problem with some message about a having an error whic I did not find.

I love that I was able to accomplish what I wanted, on my own by using help features and just by clicking around and trying different things.

It was excellent, down to the whole designing process and the company itself. The customer support is also fantastic.

Some plugins are very bad, and also very bad translated, or make some other plugins crash so you must be very carefull with what do you install.

WordPress is really one of the best things to ever exist. The ability to create websites that look so sleek and beautiful, modern and attractive, is incredible.

I learned a lot and saved tons of time using it. I'd highly recommend it for most of the people as it has a very pleasant UI and it's easy to use even for not tech people - your client.

It is the best and biggest platform for creating content I have ever known. Wordpress allows you to have very high quality websites, for a super symbolic price.

The templates are amazing and just like all of wordpress very user friendly you dont have to know how to code to use wordpress.

But don't let the price put you off, you're getting the best blogging software on the market, in my opinion. Plenty of extensions and themes, great community support and very nice admin interface.

Being non profit, It is imperative that I keep costs as low as possible while ensuring the quality is as good as can bee.

My Experience with WordPress is awesome and I highly recommend for those learners who want to develop their own sites.

The fact that WordPress is free and yet offers users excellent services is a plus on its own. On top of that, it is very easy to set up and integrate into your website, giving you total control.

Great avenue to put writing skills to work, expression as an art, the ability to share with others as I care to share.

Like many others, I am satisfied with the work in WorPress and the opportunities it provides. For now, it is an unsurpassed platform.

A great advantage is the huge user community out there, always willing to help; when I have a question, the answer is usually already out there.

Incredible easy to use and a fantastic way for business owners to create good websites fast without needing a ton of technical help.

This is a must have and if you research even more you'll see all the amazing ways you to can use this little gem.

The dashboard and preview ability is nice. The theme changes are pretty simple to navigate as you see what works best.

Wordpress has an impressive amount of integrations with other products. For example, we use the Yoast SEO plugin, which is awesome.

I love that this software has layouts for you to choose from and different styles for any kind of blog. I use my blog mostly as a recipe index for myself and it has been awesome.

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

Euro

WordPress is an open-source, cloud-based content management system based on PHP and MySQL that helps small to large businesses create, manage and publish content for websites. The customizable solution allows enterprises to use plugins, widgets, and themes to improve traffic-driven content across multiple websites.


Features of WordPress include a content manager, a drag-and-drop interface, templates, dynamic page generation, password protection, multi-page posts, previewing and publishing. It comes with a drag-and-drop file uploader and media browser, which allows users to upload and store pictures, music, videos, documents and more. Additionally, it provides auto-saving and restoring functionalities for businesses to automatically save and restore crucial data in case of a system crash.


WordPress comes with an application programming interface (API), which enables developers to customize as well as connect plugins with the solution. Pricing is available as per business requirements and support is extended via forums, FAQs and other online measures.



File Management

SEO Management

Subscription Management

Pre-built Templates

Content Sharing

Categorization/Grouping

Post Management

Template Management

Content Publishing Options

Online Booking Tools

Content Management

Online Store Builder

Audio File Management

Performance Metrics

Text Editing

Landing Pages/Web Forms

Social Media Integration

Email Management

Video Support

Visual Analytics

Image Editing

Visitor Tracking

Customizable Templates

Multimedia Support

WYSIWYG Editor

Image Library

Multi-Language

Website Management

Customizable Branding

Post Scheduling

Drag & Drop

Social Promotion

Survey Builder

Auto Update

Electronic Forms

Design Management

Website Hosting

Real Time Editing

Layout & Design

Wordpress offers a free plan (3GB storage), as well as paid plans: 

Personal plan: €4/month (billed yearly) with 6GB of storage and a custom domain name.

Premium plan: €8/month (billed yearly) with 13GB of storage, a custom domain name, and monetization options.

Business plan: €25/month (billed yearly) with unlimited storage space, a custom domain name, and a range of additional features including plugins, Wordpress branding removal, and more.

Doc.It Suite vs WordPress

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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