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Doc.It Suite

Document and workflow management solution

Table of Contents

Is this product right for your business?

Find out with a

Doc.It Suite - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Doc.It Suite overview

What is Doc.It Suite?

Doc.It Suite helps businesses streamline document management, workflows, data backup, and more. The platform comes with an archiving functionality, which lets users securely store indexed PDF files with bookmark tags or retention policies and share copies with teams across departments.

Doc.It Suite lets professionals temporarily store PDF, Excel, and Outlook files in an inbox, apply naming conventions, add notes and combine multiple files to facilitate archiving and client request management. Doc.It Suite offers a host of features such as data migration, document publishing, workflow management, policy management, access management, and more. The PDF editor allows teams to merge, annotate, and link pages, as well as highlight content across the documents.

Doc.It Suite enables clients to access numerous documents like financial statements, tax returns, bookkeeping, and invoices via a web portal. Managers can generate real-time custom reports, sort information by partners, due date or project status, and export data into Excel or CSV format. Plus, it supports integration with various third-party accounting applications.

Starting price

27 /
per month

Alternatives

with better value for money

Doc.It Suite’s user interface

Ease of use rating:

4.0

(24)

Doc.It Suite reviews

Overall rating

4.0

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.19/10

Rating distribution

Pros

“A very good document managment product with good support team. I find there is still growth to come.”

Leslie A.

M.I.S.T

“It team has proven to be very responsive and helpful. Highly recommended software.”

Angela B.

IT Support/Admin

“Feels like they take a true vested interest in your satisfaction. You don't feel like you're dealing with a large tech company, but a family business.”

Bryan W.

Senior Manager IT & Operations

Cons

“No instructions, no link or web URL for the client to navigate to and certainly no instructions at all. This might be one of the most poorly designed things in Doc-it.”

Shabir L.

Partner

“Clients tend to disregard the notifications as spam. Job Queue could be more user-friendly and offer more options.”

Angela B.

IT Support/Admin

“It was slow and ocassionally would lock me out of excel workbooks. Some data would get trapped if I accidentally opened a workpaper twice.”

Yael N.

Manager

Who uses Doc.It Suite?

Based on 24 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Accounting

Use cases

Accounting Practice Management

Content Management

Document Management

Records Management

Doc.It Suite's key features

Most critical features, based on insights from Doc.It Suite users:

Document storage

0.0

(0)

Secure data storage

0.0

(0)

Electronic signature

0.0

(0)

Access controls/permissions

0.0

(0)

Client portal

3.0

(1)

File sharing

0.0

(0)

All Doc.It Suite features

Features rating:

3.9

(24)

Accounting

(0)

Approval process control

(0)

Approval workflow

(0)

Archiving & retention

(0)

Business process automation

(0)

Client management

(0)

Collaboration tools

(0)

Compliance tracking

(0)

Configurable workflow

(0)

Customizable dashboard

(0)

Customizable reports

(0)

Data import/export

(0)

Document automation

(0)

Document capture

(0)

Document classification

(0)

Document generation

(0)

Document management

2.0

(1)

Document review

(0)

Document templates

(0)

Due date tracking

(0)

File conversion

(0)

File recovery

(0)

For cpa firms

(0)

Forms management

(0)

Full text search

(0)

Mobile access

(0)

Offline access

(0)

Optical character recognition

(0)

Project management

(0)

Reporting & statistics

(0)

Reporting/Analytics

(0)

Rules-Based workflow

(0)

Search/Filter

(0)

Status tracking

(0)

Tagging

(0)

Task management

(0)

Third-Party integrations

(0)

Time tracking

(0)

Timer

(0)

Version control

(0)

Workflow configuration

(0)

Workflow management

(0)

Doc.It Suite alternatives

Doc.It Suite

4.0

(24)

Starting from

Per month

Free trial

Free version

Ease of Use

4.0

Features

3.9

Value for Money

4.0

Customer Support

4.1

Wrike

4.4

(2.8K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.2

Customer Support

4.3

PandaDoc

4.5

(1.2K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.3

Customer Support

4.3

Adobe Workfront

4.4

(1.4K)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.1

Features

4.3

Value for Money

4.2

Customer Support

4.4

Doc.It Suite pricing

Value for money rating:

4.0

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Doc.It SUITE On-Prem

Per month

Features included:

Advanced Reporting
AFR (Form Recognition)
Archive
Audit Trail & Event Log
Autofile
Budget/Actual
Capacity Time Reports
Caseware Integration
Check-In/Check-Out
Cloud Deployable
Customizable Folder Templates
Customizable Workflow Templates
Custom Report Builder
Digital Signatures
Docusign Esignature Integration
Encryption
File Storage
Job Duplication
Microsoft Office Integration
Mobile App Compatible
On-Premise Deployable
PDF Editor
Prepared-by-Client
Quick Searching & Filtering
Retention Policies & Purge Manager
Scanning Interface & OCR
Search
Secure File Sharing
Staff Assignement Tracking
Stamps
Tax Software Integration
Tickmarks
Unlimited Client Portals
Work Binders
Workflow Dashboard
Workflow Default Assignments
Workflow Process Automation

Doc.it SUITE Cloud

Per month

Features included:

Advanced Reporting
AFR (Form Recognition)
Archive
Audit Trail & Event Log
Autofile
Budget/Actual
Capacity Time Reports
Caseware Integration
Check-In/Check-Out
Cloud Deployable
Customizable Folder Templates
Customizable Workflow Templates
Custom Report Builder
Digital Signatures
Docusign Esignature Integration
Encryption
File Storage
Job Duplication
Microsoft Office Integration
Mobile App Compatible
On-Premise Deployable
PDF Editor
Prepared-by-Client
Quick Searching & Filtering
Retention Policies & Purge Manager
Scanning Interface & OCR
Search
Secure File Sharing
Staff Assignement Tracking
Stamps
Tax Software Integration
Tickmarks
Unlimited Client Portals
Work Binders
Workflow Dashboard
Workflow Default Assignments
Workflow Process Automation

User opinions about Doc.It Suite price and value

Value for money rating:

4.0

(24)

To see what individual users think of Doc.It Suite's price and value, check out the review snippets below.

“A very good document managment product with good support team. I find there is still growth to come.”

Leslie A.

M.I.S.T

“It team has proven to be very responsive and helpful. Highly recommended software.”

Angela B.

IT Support/Admin

Doc.It Suite support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Email/Help Desk

Chat

Phone Support

Knowledge Base

FAQs/Forum

Training options

Webinars

Videos

In Person

Documentation

Live Online

Doc.It Suite FAQs

Q. What type of pricing plans does Doc.It Suite offer?

Doc.It Suite has the following pricing plans:
Starting from: $27.00/month
Pricing model: Subscription

These products have better value for money

Q. Who are the typical users of Doc.It Suite?

Doc.It Suite has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

Q. What languages does Doc.It Suite support?

Doc.It Suite supports the following languages:
English

Q. Does Doc.It Suite support mobile devices?

Doc.It Suite supports the following devices:
Android, iPad, iPhone

Q. Does Doc.It Suite offer an API?

No, Doc.It Suite does not have an API available.

Q. What level of support does Doc.It Suite offer?

Doc.It Suite offers the following support options:
Email/Help Desk, Chat, Phone Support, Knowledge Base, FAQs/Forum

Related categories

Accounting Practice Management

Workflow Management

Document Management

Content Management