Doc.It Suite
Doc.It Suite is a cloud-based content collaboration software that revolutionizes document management for accounting firms. It streamlines workflows by consolidating client files and data in a user-friendly dashboard, enhancing productivity. With robust security features and seamless client communication tools, it ensures sensitive information remains protected while simplifying document sharing and retrieval processes.
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Top Doc.It Suite Features
- Centralized dashboard for workflows
- Client portal for secure sharing
- Automated document naming conventions
- Advanced form recognition technology
- Effortless auto-routing feature
- Comprehensive training video access
- Bidirectional document exchange capability
- Integrated workflow progress monitoring
- Customizable reporting schedules
- Document gathering request templates
- Dedicated core support service
- PDF editor without Adobe license
- Digital signature integration
- Compliance tracking automation
- Work binder for topic organization
- User activity tracking reports
- Secure client communication tools
- Instant access to project files
- Multi-user security customization
- Streamlined data migration assistance
