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Doc.it is a powerful document management software that provides an efficient solution to gather, store, and process business data. It integrates with various accounting and tax software applications, including Drake and ProSystem software, for a seamless workflow.
Pricing:
Connect- $16/license/month
Explore- $21/license/month
Suite- $36/license/month
Compatibility:
CCH ProSystem fx Tax Software, Drake Software, UltraTax Software, Lacerte, ProSeries, and DocuSign.
Features And Benefits
Organize Documents
Doc.it helps to maintain files and orders in an organized list. It contains documents that store files in their native format for easy retrieval.
Edit PDFs
Doc.it enables users to annotate, bookmark, highlight documents, merge, and link different pages. Also, run electronic calculator tapes for better accounting experience.
Ensure Compliance
Doc.it Policy Manager ensures uniformity across the firm and allows you to impose various rules and policies for the firm’s file naming and location.
Customizable Reports
With Doc.it, users can generate customizable reports with detailed data and can access the information at any time to make the right business decision.
Easy Search
Doc.it makes it easy to find documents and other information stored in its archive drive or Work Binders folder through specific keywords or phrases.
Online Portal
Doc.it provides a Web Portal to share and access various financial files, invoices, tax returns, and other business reports.
Doc.it and Your Favorite Tax Software On The Same Cloud Environment
Host Doc.it with the tax software on the cloud for added mobility and flexibility. Get advanced security and scalability of different resources, such as RAM, number of users, and storage space for a seamless workflow. Choose Ace Cloud Hosting for advantages like:
- 99.99% Uptime Guarantee
- Bank-level Security
- 45-Days Rolling backup
- Always-on Support
- Business Continuity & Disaster Recovery (BCDR)
- 10-day Free Trial
