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.

Actually creating processes takes some time, but mainly because of how much automation can be built into the system. The pricing is very straightforward and very fair for the features provided.

Highly recommended; one of the best improvements we've made to workflow in 13 years of being in business.

Metatask is quite comprehensive project management platform with its highly customizable project management templates which we could configurate according to our own project management requirements.

The minimalism of the UI makes it so much nicer to look at. Ease of access and use is also pretty awesome.

Consistency is directly tied to efficiency and  Metatask helps me provide the same information to my team every time so they can set up clients successfully every time.

Metatask has great project management starting templates that accelerated the process of creating our own project managmement platform according to our own internal project management requirements.

Customizable templates are great starting point.

Really nice fit for small and micro-business organizations. Process dashboard allows user to stay on top of several processes at once.

I can take my iPhone and quickly check the status of all things going on, at a glance. This gives me a great peace of mind.

Easy to use, fast setup, great integration with external software, document integration.

Clean interface, intuitive, lots of functionality, affordable - and some good zapier integrations that let you schedule tasks.

Customer Service Team is amazing and I am really happy with their fast response.

Metatask has been a win for the 20% of the operational/process-related work our cross-functional team addresses.

I also like the ability to add different kinds of forms to each step in the process. As a plus, it supports Zapier integration too.

After reviewing over 20 tools, if found that most of them had user experience problems, they were just too hard to figure out and would require to train our users.

It's obvious that this product is still being developed, so don't expect a lot of whistles and bells and be aware that some features are currently missing. But a lot of them are on the 2017 roadmap.

Metatask is great, easy to use, it helps a lot with internal processes and can be 100% customized.

I hope that they are successful with Metatask and when they decide to charge for it, I hope that it will be reasonably priced.

When I run into obstacles or have a question, customer service has been awesome in getting answers. They even made me a video to visually explain an answer.

Zapier integration is incredible to make action on other software, but it is limited the option with Metatask.

The ability to group steps, implement approvals, configure conditional steps, set up user roles is all very useful and straightforward to implement.

Terminology and how its used is a bit of a learning curve. No app for mobile device.

This may not be an exact fit for your needs, but it is easily worth the time to go through a trial and figure that out. For us it was near perfect.

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

Metatask simply organizes and manages internal projects to enhance the business workflow. It helps define daily business tasks in a sorted way through to-do lists, instead of complex BPMN diagram and flowcharts. It helps managers, entrepreneurs and admins keep a check on the progress of daily tasks assigned.


Metatask minimizes confusion, paperwork and limitless email threads. Users can easily extract important files attached in your email, chat or comments. It makes sharing project related information hassle-free. The user-friendly templates allow users to start new projects for the entire team in a couple of minutes. Ensure that all the projects and requests are approved quickly by using approval tasks.


A simple process editor lets users quickly allocate repeatable projects. Role-based allocation of jobs is easy with Metatask. Data forms will assist in collecting project related data. A smooth workflow can be created between people working on the same project.



Commenting/Notes

Real Time Analytics

Deadline Management

User Management

Visual Workflow Management

Process Change Tracking

Templates

Progress Tracking

Task Board View

Task Scheduling

Project Planning/Scheduling

Conditional Logic

Resource Management

No-Code

Calendar Management

Customizable Fields

Assignment Management

Template Management

Process Modeling & Designing

Process/Workflow Automation

Audit Trail

Process Control

File Storage

Compliance Management

Real Time Data

Agile Methodologies

Role-Based Permissions

Real Time Notifications

Real Time Updates

Percent-Complete Tracking

Alerts/Notifications

Autofill

Task Editing/Updating

Time & Expense Tracking

Reporting/Project Tracking

Customizable Templates

Create Subtasks

Web Forms

Customizable Branding

To-Do List

Budget Management

Recurring Tasks

Monitoring

Parent Task

Customizable Forms

Forms Creation & Design

Business Process Control

Quotes/Estimates

Drag & Drop

Task Progress Tracking

Third Party Integrations

Web browser (OS agnostic)

$6/member/month with unlimited processes, templates and a custom domain.

Doc.It Suite vs Metatask

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