Doc.It Suite – Features, Pricing & Reviews 2026 | Krowdbase
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Doc.It Suite

Document Management, Workflow and Web Portal Solutions for Accounting Firms

What is Doc.It Suite?

Doc.It Suite makes firms more efficient and effective as they gather, process, store and deliver documents. We are uniquely positioned as value-priced, best-of-breed software suite designed specifically for accountants. The Doc.It Suite includes Document Management, Workflow, Web Portals, PDF Editor, Scan tools, Archive, Work Binder and integration with tax, engagement and time & billing software. Doc.It can replace up to 7 pieces of software and represents 14,000 CPAs from over 500 firms.

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Features

Client Management
Client Portal
Document Management
Due Date Tracking
Project Management
Task Management
Time Tracking
Workflow Management
Access Controls/Permissions
Collaboration Tools
Search/Filter
Data Import/Export
Document Generation
Document Storage
Electronic Signature
File Sharing
Secure Data Storage
Business Process Automation
Mobile Access
Third-Party Integrations
Workflow Configuration

FAQ

The official website of Doc.It Suite is http://www.doc-it.com/

Need help choosing this software?

Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.

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Pricing

Starting at:

$27/per month

Free Trial Available

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