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.

There are no defects in this product. But the price is a little high for some companies in the beginning of their way.

I was not able to find any disadvantages right now but Pricing is bit high for small organisations.

Templafy makes it easy to stay in control and unifying the brand across documents and presentations.

Very user friendly and easily manageable within Word. Updated templates and logoes on a daily basis.

Once setup, the software is easy to use. It makes it very easy to standardize documents across the organization and to ensure, that contracts etc. are compliant to the rules and regulations set forth.

Very user friendly and easy to use even with only little introduction.

Great solution for Brand Management - it solves real issues.

User can dynamically update and share the documents with in the organisation. It can integrate with other softwares also like Microsoft office, office 365 and many more.

An easy way of creating documents and presentations that are aligned across the organisation.

Double authentication can be a bit annoying. When in a rush, it can be a bit annoying to wait for extra loading time, but not sure if it is because of Templafy of the internal software etc.

User-friendliness and it saves time for the users. Compliance in terms of branding, content and legal.

Great service and a very friendly team behind it. It's one of those tools you didn't know existed until you heard of it and then you suddenly have a hard time working without it.

Great to preserve brand identity. I also really like that it makes my presentations look a lot better in a very easy-to-use interface.

Basically - Templafy has helped us solved what they rightfully call 'Document Anarchy' - Going from hundreds of different versions to a much more streamlined approach and process.

Very strong integrations to Microsoft Office and other office applicationd. Powefull enablement of company assets and great employee productivity booster.

With image libraries and pre-made infographics, creating documents and presentations is easy, quick and compliant.

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

Templafy is a fast-growing company, helping over 3.5 million users. Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters.
With Templafy, global businesses safeguard their brand integrity and increase productivity through a centrally governed, secure and easy to use platform.

File Management

Signature Management

Templates

Digital Asset Management

Asset Sharing

Template Management

Process/Workflow Automation

Asset Library

Content Management

Compliance Management

Asset Categorization

Customizable Templates

Image Library

Interaction Tracking

Metadata Management

Customizable Branding

Campaign Specific Signature

Signature Creation

Batch Processing

Customizable Forms

Signature Templates

Auto Update

Templafy's platform is designed for large enterprise companies. Please contact Templafy directly for pricing details. Price depends on how many users, features and add-ons you need.

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