Doc.It Expands Document Management Options to Meet Accounting Firms’ Growing Demand for Productivity and Risk Management

LAS VEGAS, June 12, 2018 (GLOBE NEWSWIRE) — Doc.It, an industry-leading provider of a powerful, scalable full suite of document management, workflow, document storage and web portal products for accounting firms, today introduced two new software products to help accounting firms increase efficiency, reduce paper, and realize the benefits of document management and secure file sharing.

Doc.It Explore is a simple and intuitive document management system for firms seeking to reduce paper-based activities and realize the benefits of digital document management, without a complex system implementation. Explore offers OCR/scanning, document check-in/check-out, and work binders to help work teams get organized fast. A full featured PDF editor inspired by accountants allows accounting staff to annotate, bookmark, merge, link pages, append, and highlight documents in a user-friendly work area.

Doc.It Connect is a secure web portal designed for firms offering tax, accounting, bookkeeping or insolvency services who want to enhance client relationships and improve productivity.  Connect allows firms and their clients to share, sign, and manage financial statements, tax returns, invoices, and other documents.  The orderly Doc.It file structure keeps everything organized and accessible by authorized users anytime, from any device. Integration with industry-leading Docusign eSignature assures a streamlined, compliant signature process.

“Doc.It Explore and Doc.It Connect are derived from the Doc.It Suite, a full-featured workflow, document management and portal system that serves as the backbone for hundreds of accounting firms of all sizes, many with multiple office locations,” said Kevin Murray, president of Doc.It Inc. “Working with a wide variety of firms, day in and day out, we have learned that a firm’s document management needs will depend in large part on the size of the firm, the services they offer, and their business goals. We designed Connect for those firms who are focused on improving speed and quality of service, who want to work with clients and partners in a more digital and secure fashion. Doc.It Connect serves these firms with an easy to implement online presence that is amazingly affordable.”

Murray added, “Other firms we work with see the potential productivity gains of document management, but are not interested in a large-scale implementation project – they are busy serving clients.  For these firms, Doc.It. Explore is a great choice to reduce paper, get organized, and realize the benefits of document management.  The full featured PDF editor with accounting functionality is a workhorse that helps reduce the number of applications the firm needs to manage.”

Doc.It team members will be onsite in Booth #401 at AICPA Engage in Las Vegas, June 11-14, to talk with attendees about their goals for securing, exchanging, organizing and storing documents efficiently, and offering demonstrations of Doc.It solutions.

More information on the Doc.It Suite can be found at

To request a demo, pricing or for more information, please contact Doc.It at 888-693-6248 (ext 1),” style=”color: rgb(22, 87, 136); text-decoration-line: none;”> or

About Doc.It

Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate applications to improve productivity of accounting firms, CPAs and financial restructuring firms. Our industry expertise delivers greater value, tailored services and customer-driven development. To learn more, visit

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