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Products and services from the leading provider of the most advanced digital document management and workflow solution :: Doc.ItDoc.It« is a complete digital document management solution that includes software, training and implementation methodology developed by accountants for accountants.

The Doc.It Document Management System (Doc.It DM) is an extremely user-friendly system which includes the following features:
  •  non-proprietary data storage format ensures that your most important asset will always be accessible
  •  runs on your existing Windows servers eliminating the requirement for expensive SQL hardware and licenses
  •  built using universally accepted PDF technology, while requiring no third-party software licenses (such as Adobe)
  •  capture, OCR. convert and archive any paper, fax or electronic document into PDF format
  •  add diarized notes, mark up individual pages and electronically sign documents
  •  manages your email through direct integration with Outlook and other email products
  •  enables firms to become more responsive and profitable by centralizing all documents into a secure and searchable library of non-editable PDF files
  •  flexible security and version control which will prevent files or folders from being accidentally moved or deleted. You are in control as "published" files are stored in a secure and separate archive structure
  •  powerful search engine using a familiar folder system makes finding documents a breeze
  •  supports multiple office locations and remote access with full support for Terminal Services and Citrix


  •   WorkFlow Manager keeps your people organized.

  •   Work in Progress Manager provides an integrated environment for your "unpublished" or live documents.

  •   Web Client Portal will allow your clients to view selected documents on a secure website.

  •   Bookmark Editor allows documents to be rolled into a single bookmark PDF with an extensive feature set for editing and creating additional bookmarks.

  •   Forms Recognition will allow scanned or printed-to documents to be auto-recognized without the use of Intelligent Job Separator pages.




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