Doc.It Suite Reviews

What I like most about Doc.It Suite is the ability to organize the files that I use. You can also set rules on each of your files to ensure that no one can edit or comment on what you upload.

What I like least about this software is that if you don't pay for the entire package, you won't be able to utilize this software to it's fullest.

Thank you for your anonymous review. Happy to hear that you are pleased with Doc.It Suite. Please keep in mind that we have packages that were introduced in 2018 - Doc.It Connect and Doc.It Explore - which are smaller versions of the Suite. If you feel those might be a better fit for the features you're using, please feel free to reach out to us and we can discuss. info@doc-it.com

Doc-It delivers the tools that let our staff work with reduced print. We have archived over 15 years worth of documents, and the archive allows for immediate access to the document you want, be it tax, correspondence or financials without having to open Word, Taxprep, CaseWare or CTF research while the client is on the phone. The Doc-It pdf editor and Doc-It scanner software organizes pdfs we create and let's us edit and work with pdfs effectively at a low cost per staff person. Our clients like the portal software, where we host the portal in-house using secure SSL transport stra

We don't utilize most of what Doc-It can do. Work Flow software is our next piece we will implement, so I can't comment on that. We do not try to scan all personal tax documents, and the scanning to tax returns is not cost effective for us at this time.

Dan: Thanks for the feedback. We will be hosting a webinar on workflow near the end of June. (invites going out next week) This is an opportunity to see what our workflow can do for you and your firm. There is configuration and training to follow.

The integration with caseware for each of printing and the ease to which PDF documents can be marked up. Works well in the field as well. Once the setup matter are dealt with on Portal (see below) use of portal is simple and easy.

Lack of ability to use with multiple locations having access to the archive other than over a terminal server. Every time something is wrong and we talk to tech support - the response is "we hope that is in the next update" The software crashes A LOT. Daily for some people. Especially when trying to email a document from Inbox - or trying to combine a number of documents. Or opening a document...

Read more

Shabir: I'm sorry to hear you feel this way. We recently heard you were having some problems and I know my team has reached out to you. Please respond to him and we can attack the issues. I am confident we can turn this around and re-establish your confidence in us, our product and our support team. Kevin, COO

It is very feature rich. In an attempt to modernize our office our first challenge was how to go about turning dozens of filing cabinets into a virtual, paperless environment. Doc-It made it easy. It's extremely flexible in terms of customization, allowing us to mimic all of the file categories we use in a paper world into a virtual one. Easy to use, staff training was minimal and most people pick it up immediately. Most exciting, the PDF Editor/viewer is included. For less then the cost of one Acrobat license, I get a very comparable PDF Editor plus so much more.

The workflow module is a little too rigid for my firm. This is a very complicated process to make one size fits all, so I understand it is not for everyone. With that being said, other organizations should certainly benefit from it, just not ours.

Bryan, Thank you very much for your review of Doc.It. We're happy to hear that you're pleased with our product and customer service. We are actually having meetings as we speak to discuss how we can improve workflow so please pay attention to our e-Newsletter for updates. - Kevin Sharma, Director of Sales & Marketing

Helps our firm work more efficiently. Keeps us more organized and on track. I like that rules can be set to lock files down so they can't be edited or deleted.

I really wish files could be edited without having to open them up in the PDF editor. It would be so useful and a time saver to be able to edit documents in the preview window. I also really wish email files could be drag and dropped into the application easily without having to print them to my inbox and then save them over. I also do not like the roll forward process. It's cumbersome and requires a lot of our staff resources.

Jason: Thank-you for your feedback. We have heard the previewer one before. We will be making that a true previewer (including MS office document formats) and then the behavior will be consistent across all types. That is why we have resisted. You should be able to drag and drop from Outlook. Please contact our customer care team for assistance. Noted on the roll forward process. I think we can make that more efficient. Kevin, COO

Once set up it is very easy to use and maintain. Customer Support is stellar. Offers more features and functionality without add-ons than the competition. They take feedback well and generally put in the features we ask for or help to resolve any issues we have - features, functionality and/or troubleshooting new items.

Not fluid integration with all CCH and ThomsonReuters products - due to not being part of their suites. Would like it to be a little faster - recent improvements have helped, but it still needs to be faster.

Stephen: Thank you for your feedback. We appreciate it and it guides our development. In addition, we are always looking for ways to reduce clicks and speed up the system. Kevin, COO

The best feature is the quick accessibility of documents. It is very nice to be able to access information while talking with a client on the telephone. This is a good program, but there are several areas that need improvement.

The updated calculator is horrible. Also, the program has become less user-friendly after the updates. There should be a copy feature from other documents.

Debbie: Thank you for your feedback. I'm surprised, and disappointed to hear that you feel our latest updates have made the product less user friendly. Also, search is still part of the feature set. Please contact our customer care team so we can address your concerns. Kevin COO

Upfront support was invaluable in setting up our firm in Doc It. With a few clicks of the mouse, I can have access to client information regardless of type of engagement or period to speak directly to with the client during a meeting or phone call.

I believe there is an opportunity to incorporate a CRM to capture the total client service experience. There may be an strategic alliance with say Client Track that could be incorporated to provide users an even more powerful tool.

Andrew: Thanks for your feedback. We continue to build out our offering based on feedback and will consider your suggestion wrt Client Track. In terms of WF, please contact our customer care team and insure you have the latest update. There are a number of enhancements to WF in V4.5.

The integration between Scanning, OCR & archive is useful. Work in process binders helped clean up and organize document storage.

Difficult to access files remotely, pen input laggy, PDF editor not compatible with some of the common PDF files that we download & use and have to use a competitors product. Still confused in the UI why you can access an archive via the archive explorer or binder explorer, and both can be made to have the same layout.

John: Thanks for your feedback. As you know, we continue to evolve our product based on feedback from you and other users. The best practice to access the archive is through the binder explorer. For most users, it is the more efficient way to get where you want to go. Kevin, COO

The workflow management ability to assign binders to and from staff members.

The Universal Reported function can take long at time when generating reports.

Thanks Anthony. We always appreciate the feedback from users. There will be an update out soon with Universal Reporter enhancements.

As a DMS (Document Management System), Doc.It is great. We used the software since 2011 and only switched when our firm merged with a larger firm that did not use Doc.It. The software is user friendly and is logically organized and the user can customize. The PDF editor is also great...easy to use and applicable to people that work in tax and accounting. I miss Doc.It.

Doc.It's customer service is a little on the slow side. This does not appear to be due to caring about their customers, they just appear to be understaffed. It would be nice if they added the drop and drag feature to the Doc.It portal.

Jill, Thank you very much for your review of Doc.It. Doc.It also misses you! We have come along way on the support side so that area has improved. We also totally revamped the portal and the portal is now treated like a binder so drag-and-drop is possible! We hope to see you back as a client one day. Thank you for your continued support! - Kevin Sharma Director of Sales & Marketing

Ability to store documents in pdf. Easy to convert from jpeg to pdf. It is a paperless filing cabinet. It frees up physical space in my office and reduces paper printing. Ability to customize with filing options.

It crashes when I try to drag and drop from Outlook email. It crashes when I try to send an email with password protection and I drag and drop the protected pdf icon too quickly.

Theresa: Thanks for your feedback. I'm sorry to hear you are having a less than acceptable experience. I know our customer care team has worked with you in the past to resolve these types of issues. Please continue to work directly with them and we will assist to get them resolved. Kevin, COO

Doc.It does what it is designed to do, and does it very well. Very intuitive navigation, and definitely makes your life easier if you make use of all the wonderful features offered. Autofile is your best friend! The Doc.It team has proven to be very responsive and helpful. Highly recommended software.

Unable to customize portal delivery email. Clients tend to disregard the notifications as spam. Job Queue could be more user-friendly and offer more options. We would LOVE to see an option to Autofile based on the client's Social Insurance Number.

Andrea: Thank you for your feedback. I always appreciate hearing the team is executing the way we hope in supporting our clients. We continue to evolve our software based on client feedback and yours is in line with feedback from others. Kevin, COO

The PDF Editor is top-notch. Great stamps, abilities to modify size and shape of document and include notes and diagrams.

The workflow product seems to be the weakest link in the suite. But to be truthful, we haven't used it a whole lot.

Jeffrey: Thanks for your feedback. We have added to the workflow significantly in the last year+. We are hosting a webinar for existing users to show the latest workflow at the end of June. I would encourage you and others from your firm to attend. Invites will be going out next week. Kevin, COO

The best part of Doc It is its document organization. The archive and the editor are also excellent tools for any office . Software support has also been excellent.

I can't think of any truly negative aspects of Doc It perhaps doing updates? It's difficult to criticize a tool that is so valuable and effective.

Cynthia: Thank you for your feedback. It is always great to hear from a satisfied client. We continue to strive to make our update process seamless to the user community. Kevin, COO

We like the slick doc.it editor editing tools that come with the software. The ability to add actual digital signatures is a major plus for a transition to a paperless office.

There have been issues with autofile feature if your office is not setup properly. However, with careful startup planning I can see how this would be a very smooth feature.

Danny: Thank-you for your feedback. (and the 10/10). Please reach out to our customer care team to assist optimizing your autofiling. A little time with setup/refinement can pay dividends for years.

it does what it is made to do well. The one license structure works well for our firm as well. one license for a product with many usable features.

The web portal I think need to be more simply to configure and manage. There is other portal comcept they should consider in the design that are secure and easier to manage and implement

Leslie: Thanks for your feedback. Yes, there is still growth to come. We continue to evolve the product based on client feedback. Kevin COO

The ability to annotate and mark-up documents with ease and allows paperless record keeping. The customer support is great when any issues result.

One area doc-it can improve on is being able to remove sign-off stamps - as these cannot be deleted once you close the document.

Sundeep: Thank-you for your feedback. We are always listening to feedback from our users and continue to evolve the product. Kevin, COO

Value. PDF Editor. Workflow. Scan tools

No cons were added to this review

Mark, Thank you kindly for your review. We are happy to hear that you're pleased with the Doc.It Suite!!

Makes things easier from your desk chair, the workflow is good but would like to see some changes. The pdf editor is easy to use too.

Sometimes the system is slower compared to other programs/systems. A good example would be the changing the file name. In Doc.it takes a couple of seconds to get to the name change, but in windows explorer it is immediate.

Derek: Thank-you for your feedback. We are always listening to our clients and how we can improve their experience. The 'name change' function is already part of our June release currently in QC. Kevin, COO

It is a very complex software behind the scenes but very user friendly for users

I can't think of anything at the moment that I don't like about the software

Seth: Thanks for the feedback. We work hard to delight our clients with our customer service, so the 5 star rating is good to hear. Kevin - President

It was very user friendly and easy to navigate. Really easy to organize thoughts and workpapers

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