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Doc.It Suite description
Doc.It Suite provides tools to manage, store, and share documents within your company, eliminating reliance on paper. Its features include document workflow automation, secure file storage and archiving, and a client portal for sharing files. Doc.It Suite is particularly valuable for mid-sized accounting firms seeking efficiency improvements in document-heavy processes.
Who is Doc.It Suite best for
Doc.It Suite helps mid-sized accounting firms go paperless, offering document workflow automation, secure storage, and a client portal. Users praise its customer support and document organization but note slow performance and a difficult interface. Ideal for businesses with 101-1000 employees, especially in finance, banking, and insurance.
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Best for medium businesses (101-1000 employees).
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Excellent fit for finance, banking, and insurance firms.
Doc.It Suite reviews
We've summarised 35 Doc.It Suite reviews (Doc.It Suite Software Advice reviews, Doc.It Suite Capterra reviews and Doc.It Suite G2 reviews) and summarised the main points below.
- Excellent customer support, responsive and helpful.
- Efficient document organization and archiving.
- Useful PDF editor with digital signature capabilities.
- Version control and revision history features.
- Workflow management for tracking and assigning tasks.
- Three user minimum license is a barrier for small businesses.
- Slow performance and crashing issues, especially during tax season.
- Outdated training videos and lack of live learning opportunities.
- Difficult and non-intuitive user interface.
- Limited customization, especially for portal delivery emails.
Doc.It Suite alternatives
iManage WorkBetter suited for larger enterprises, especially in legal and professional services. Wider industry applicability, including manufacturing and government. Has more momentum currently. Users highlight robust search and Microsoft Office integration but note a steeper learning curve and cluttered interface.Read more
SmartVaultBetter for smaller businesses. Has broader industry applicability but less suitable for mid-sized businesses in finance. Growing faster.Read more
SuiteFilesBetter for smaller or larger businesses needing client portals, task management, and Xero integration. Has integrations with Microsoft 365. This Doc.It Suite competitor is growing faster.Read more
Amazon DriveBetter for small businesses and individual users. No longer accepting new customers. Broader industry fit. More user reviews available. Doc.It Suite alternative for basic file storage and photo backup.Read more
Doc.It Suite FAQ
What is Doc.It Suite and what does Doc.It Suite do?
Doc.It Suite streamlines document management for mid-sized accounting firms. It offers secure file storage and archiving, workflow automation, and a client portal. It helps firms transition to paperless processes, improving efficiency, though some users report performance issues and a complex interface.
How does Doc.It Suite integrate with other tools?
Doc.It Suite integrates with other tools, but specific integrations are not listed in the provided data. For detailed information about its integrations, it's recommended to check the vendor's website.
What the main competitors of Doc.It Suite?
Doc.It Suite's main competitors include iManage Work, SmartVault, and SuiteFiles. These alternatives offer similar document management and client portal features, catering to accounting, financial, and legal firms seeking efficient document workflows and secure file sharing.
Is Doc.It Suite legit?
Doc.It Suite is a legitimate software solution for document management. User reviews highlight its excellent customer support and efficient document organization capabilities. However, potential users should be aware of reported performance issues and limited customization options.
How much does Doc.It Suite cost?
I cannot find pricing details for Doc.It Suite. Contact Doc.It directly for product pricing and to determine if it's worth the investment for your needs.
Is Doc.It Suite customer service good?
Doc.It Suite customers generally praise the excellent and helpful customer support, describing interactions as feeling like a "family business." However, some users mention outdated training videos and a desire for more live learning opportunities.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.