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Users of the Doc.It Suite have found the software to be invaluable in streamlining processes and improving productivity for their …
Starting at $27 per month
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Doc.It SUITE On-Prem
$27
Cloud
per month
Doc.it SUITE Cloud
$50
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Doc.It Suite?
Doc.It Suite Features
- Supported: Access Controls/Permissions
- Supported: Archiving & Retention
- Supported: Collaboration Tools
- Supported: Compliance Tracking
- Supported: Data Import/Export
- Supported: Document Capture
- Supported: Document Classification
- Supported: Document Generation
- Supported: Document Storage
- Supported: Electronic Signature
- Supported: File Conversion
- Supported: File Recovery
- Supported: File Sharing
- Supported: Full Text Search
- Supported: Offline Access
- Supported: Optical Character Recognition
- Supported: Search/Filter
- Supported: Secure Data Storage
- Supported: Task Management
- Supported: Third Party Integrations
- Supported: Version Control
- Supported: Workflow Management
- Supported: Approval Workflow
- Supported: Client Management
- Supported: Client Portal
- Supported: Document Management
- Supported: Due Date Tracking
- Supported: For CPA Firms
- Supported: Project Management
- Supported: Time Tracking
- Supported: Approval Process Control
- Supported: Business Process Automation
- Supported: Forms Management
- Supported: Mobile Access
- Supported: Reporting/Analytics
- Supported: Workflow Configuration
Doc.It Suite Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Windows, Linux, Android, iPhone, iPad |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Users of the Doc.It Suite have found the software to be invaluable in streamlining processes and improving productivity for their accounting firms. By creating a consistent routine for finding information, users are able to spend less time searching through folders and more time focusing on their work. The software's user-friendly interface and reliable organization of client documents have helped users improve efficiency and filing processes within their firms. Additionally, the paperless feature and quick accessibility of documents have greatly reduced the need to search for lost files, saving valuable time.
One key use case of the Doc.It Suite is its ability to support the growth of scanning and archiving client data effectively. This has facilitated paperless record-keeping and ensured adherence to retention policies. Users have also found value in using the software for time reporting approval, as it has become a trusted part of their daily office routine. The software's ability to improve efficiency and save time has even allowed users to work remotely if needed. Moreover, customers have praised the excellent customer service provided by the company, citing a genuine interest in their satisfaction and a good understanding of both the product and their work. Overall, the Doc.It Suite has proven to be a reliable tool for accounting firms looking to enhance organization, increase efficiency, and streamline document management processes.
Efficient Drag and Drop Interface: Users have consistently praised the drag and drop interface of Doc.It Suite, with multiple reviewers stating that it is great and easy to learn. This feature allows for efficient organization and manipulation of documents, saving users valuable time.
Highly Appreciated Template System: The template system in Doc.It Suite has received high praise from users, who appreciate its ability to keep binders organized and uniform. Many reviewers have mentioned how changes made to the template folder structure automatically update existing binders, which not only saves time but also minimizes headaches associated with manual updates.
User-Friendly Organization and Reporting: Users love how easy it is to keep documents organized and generate reports in Doc.It Suite. Multiple reviewers have described the software as user-friendly, with intuitive navigation and a logical organization that can be customized to suit individual needs. The ability to customize file categories mimics the organization of a paper world into a virtual one, making document management seamless for users transitioning into a paperless environment.
Crashes and Instability: Users have expressed frustration with constant crashes and instability in the Doc.It Suite, causing disruptions to their workflow. Several reviewers have reported experiencing crashes while performing tasks such as emailing or combining documents, indicating a recurring issue that affects user productivity.
Poor Customer Service: Some users have found the customer service provided by Doc.It to be slow and inefficient. There are reports suggesting understaffing as a possible reason for the delayed response times. This lack of timely support can be frustrating for users who rely on prompt assistance when encountering issues or needing guidance.
Outdated Interface: The software's interface has been criticized by some users for being outdated and requiring time to get used to. Multiple reviewers mentioned that the interface feels old-fashioned compared to other modern document management systems available in the market.