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 intuitive and easy to use while being very robust and comprehensive. Perfect for distributing work across teams and keeping track of progress and issues.

Some of the benefits that I found useful are listed below. It helps in tracking a number of tasks whether it is a new feature, an issue or bug or anything that requires some kind of tracking.

It's like an extra powerful ship, abundant in functions and features, that would bring you anywhere you like. For complex projects, it's probably a hidden weapon that decides about the win.

Great task-management software at an affordable price - JIRA is a great solution for a small business.

Jira has been good tool to help us organize and execute our team's work. I'd hope to find more flexibility in views and the like in JIRA, but as it's focus is on software teams I understand.

There are nice features that integrate across the ecosystem, like opsgenie, also the charts seem useful,  having multiple metrics about the project progress.

Some of the breakdowns of what issue the problems fall under aren't specific enough, and there are character limits for some of the requests when they should be able to leave more detail.

Customer service is outstanding. Great for companies to use as a ticketing system for logging issues, creating tasks and projects etc.

Overall experience is very nice with jira because of it's inclusive price & good features.

I really like the ease of use. It s very versatile and i like the customer support.

I love the integration with bitbucket because I can relate commits, pull requests and branches to an amount os cards on Jira, what is great for maintenability as well as for management.

We've had developers tell us that they hate JIRA because everything is just too confusing.

It's an amazing tool for working together across departments specially in big organizations. It's great with tickets - tasks or bugs.

Its configuration is a little confusing. As for use, in the beginning user is somewhat lost due to many fields and features of the tool.

Overall, the product is great to use. If your company invests in it then as a user, you should can count yourself lucky.

In addition, it is a great motivational tool and teaches us to discipline. It gives great insight into the status of ongoing projects and helps in their accessible presentation.

I like having the ability to “tag” other colleagues until tickets and messages. I also like the integration ability with some of our other tools.

I love that you can make recommendations and they listen to you and implement the changes which are great.

I like it is easy to use and even the price is not high for what it offers. I have been using these over the last years every day at my work and is perfect.

Great teamwork/collaboration tool with a great overview of the project and its progress, I would highly recommend this product for any software implementation.

Nice and friendly interface in the latest versions. Great power when it comes to managing permits and creating workflows.

The overall experience is good, it can be better on certain costumization fields and profile managment.

The lone thing I hate is that it is somewhat costly with regards to additional items.

I like most the versatility and the ease of use. It is designed in an intuitive way and the user experience has been great.

I feel like there is a ton of customization and all the appropriate fields are there. I love the burn down to see if we are on track with our sprint and I also love the kanban board.

I liked most in JIRA is ease of use and helpful. It helps us in tracking project and its tasks so that we can get more clarity on project outcome and its implementations.

Jira was great for what I needed it for; bug reporting. However, as someone who it took a while to learn, I am happy that is all I had to do.

We needed a help desk system that is reliable and performed the functions we wanted. It fit the bill perfectly at a cost that didn't break our bank.

Jira works great and allows to access and change boards very easily. It is a great way to communicate with the team due to the great features.

It’s a great program that helps organizations stay on top of project completions or important customer interactions.

Helps categorize, filter, share issues with great ease. There are so many good features that I love, it's hard to list over a review.

The problem is that with the passage of time I have been getting more things that I dislike and the initials do not stop bothering me, they could even bother me more at a certain point.

Also the issue tracking system is awesome. I used other service desk solutions in the past but Jira is best among them.

It's great to have a single place where we can document epics/features/stories/tasks. It's a great integration with third-party tools like Git.

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

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

Jira Software is a business process management tool used by agile teams to plan, track and release software. Jira Software supports Scrum, Kanban, a hybrid model or another unique workflow.


Jira enables users to create project roadmaps to map out all projects in progress. The project board includes a drag-and-drop interface that allows teams to manage every project detail. The system offers functionality to create user stories and issues, plan sprints and distribute tasks across the team. Users also have access to information from thousands of business apps, from design and monitoring tools to source code and productivity apps.


A mobile app is available for Android and iOS devices. Pricing is per user per month. Support is available through an online support portal, online documentation and tutorial videos.



Commenting/Notes

Milestone Tracking

Project Workflow

Employee Management

Forecasting

Multi-Channel Marketing

Surveys & Feedback

Web App Development

Visual Workflow Management

Release Planning

Idea Management

Application Management

Source Control

Compatibility Testing

Activity Tracking

Vacation/Leave Tracking

Process Change Tracking

Charting

Progress Tracking

Task Scheduling

Ad hoc Reporting

Change Management

Marketing Calendar

Continuous Delivery

Traceability

Portfolio Management

Project Planning/Scheduling

Timesheet Management

Strategic Planning

Gantt/Timeline View

Projections

Product Roadmapping

Knowledge Management

Mobile Development

Public Dashboards

Communication Management

Supports Agile

Resource Management

Calendar Management

Test Library Maintenance

Goal Management

Assignment Management

Continuous Deployment

Build Log

Risk Management

Process Modeling & Designing

Testing/QA Management

Test Case Tracking

Media Planning

Audit Trail

Private Dashboards

Project Time Tracking

Test Run Tracking

Planning Tools

Requirements Review

Requirements Management

Capacity Management

Compliance Management

Vendor Management

Training Management

Agile Methodologies

Issue Scheduling

Issue Management

Data Connectors

Resource Scheduling

Supports Scrum

Configuration Management

Deliverables Management

Marketing Automation

Roadmapping

KPI Monitoring

Stakeholder Defined Attributes

Ticket Management

Percent-Complete Tracking

Jira Software offers flexible pricing. 

Small teams: $0 per user/month for up to 10 users
Growing teams: $7 per user/month for 11 to 10,000 users

Doc.It Suite vs Jira

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