Doc.It

Doc.It is document management, workflow and portal for accounting firms. Clients engage us when they want to improve their level of client service, reduce data security risks, and control costs by consolidating applications. We’re unique and different because our focus on the accounting profession allows for customer influenced development and tailored services.

Monday 21st of September 2020
Doc.It
Document Management: On-Premises or Cloud?

Accountants rely on document management systems to store their information, the question is, where exactly should the information be stored? Cloud options are extremely popular in today's environment, but may not always be the best fit for you. Explore your needs before choosing a long term solution.

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Thursday 30th of July 2020
Doc.It
Resolve 3 Common Challenges in the Accounting and Tax Profession

The top two thought leaders in the accounting industry weigh in on three challenges most faced in the profession.

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Thursday 30th of July 2020
Doc.It
Choosing a Client Portal for Your Accounting Firm

Now, it's easier than ever to collaborate with your clients using technology. Doc.It has built a guide on choosing a client portal that fits your needs.

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