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 monthl...


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Supported Operating System(s):

Windows 10

22 Reviews of Doc.It Suite

Average User Ratings

Overall

4.09 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(8)

8

4 stars

(10)

10

3 stars

(2)

2

2 stars

(2)

2

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 22 results

November 2019

Anonymous

Verified Reviewer

Company Size: 5,001-10,000 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

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.

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.

Response from Doc.It

Replied April 2020

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

December 2019

Bryan from Lipton LLP

Company Size: 51-200 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.

Response from Doc.It

Replied December 2019

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

May 2017

Shabir from KBH Chartered Accountants

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

1.0

Functionality

4.0

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.

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.

Response from Doc.It

Replied May 2017

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

February 2020

Jill from Armanino LLP

Company Size: 1,001-5,000 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

3.0

Functionality

3.0

February 2020

Doc.It is a Really Good DMS

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.

Response from Doc.It

Replied February 2020

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

May 2017

Jason from CPA Group of Laramie, LLC

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

May 2017

Favorable and productive

Efficient workflow.

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.

Response from Doc.It

Replied May 2017

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