Cloud Content Collaboration Software
Onetime(Perpetual License)
About
Accounting and tax firms that use Doc.It Suite software can streamline and automate digital processes to improve efficiency, workflows, and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents. They can also close completed engagements more easily and create a single, fully indexed, bookmarked PDF snapshot of all documents as a complete record of the finalized engagement. In addition, firms using Doc.It Suite software can maintain quick access to work and view and launch documents from an organized list of files of all types and formats in their native file format.
Pricing
Doc.It Suite
USD
36
/Month
- Work Binders
- Store any file type
- Check-In/Check-Out
- Retention policies & purge manager
- Customizable folder templates
- Scanning interface & OCR
- Search
- PDF Editor
- Tickmarks and Stamps
- Digital Signatures
- Archive
- AFR (Form Recognition)
- AutoFile to archive work binder & portal
- Workflow dashboard
- Budget/Actual
- capacity time reports
- Staff assignement tracking
- Customisable workflow templates
- Job duplication
- Workflow Process Automation
- Workflow Default Assignments
- Unlimited Client Portals
- Prepared-by-cli
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Frequently Asked Questions
How much does Doc.It Suite cost?
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Doc.It Suite offers 1 pricing plan(s):
- Doc.It Suite — USD36.00 /Month
Does Doc.It Suite offer a free trial?
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Doc.It Suite does not currently offer a free trial.
What support does Doc.It Suite provide?
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Doc.It Suite provides Online (Ticket) support.
Is Doc.It Suite cloud-based or on-premise?
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Doc.It Suite is Cloud Hosted software.
What training resources does Doc.It Suite offer?
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Doc.It Suite provides Help Guides,Blogs,Video Guides for training.
